Teams at Gelt

Drive revenue by prospecting, qualifying, and closing new clients. Manage full sales cycle, consult on tax and financial goals, maintain CRM pipeline, collaborate with advisory and success teams, meet sales targets, and contribute content that elevates Gelt’s brand and thought leadership.

Lead technical tax work, advise on complex federal tax matters, review and quality-control intricate returns, manage and mentor 2–4 tax associates, meet with high-net-worth clients, design tax models and workflows, assess tax software, and develop best practices for the tax team.

Manage and organize client tax engagements, prepare and review complex Individual, Partnership, and Corporate tax returns, supervise and mentor junior staff, assist with tax planning, update engagement materials, and maintain professional client relationships.