Job Details

Overview

Truth-telling, BS-Busting Tax Strategist | We help CPA's, EA's, and attorneys double their income and get 10 hours back in their life per week by…

Job Overview: If you love the idea of building genuine relationships while keeping a dozen moving parts in perfect harmony, this role is for you. As our Member Relations Director, you'll be the heartbeat of our member community—connecting with entrepreneurs who are making a difference, leading high-impact programs from concept to execution, and ensuring every interaction leaves our members feeling valued and inspired. You'll orchestrate events, launches, and outreach campaigns with precision, manage projects with creativity and a can-do spirit, and collaborate with a dedicated team that shares your commitment to excellence. This position is perfect for someone who thrives on variety, loves turning big ideas into smooth-running systems, and finds joy in delivering “wow” moments that strengthen member loyalty and engagement.

The American Institute of Certified Tax Planners is an independent, not-for-profit corporation which trains and certifies tax professionals in proactive tax planning. The organization administers the Certified Tax Coach, Certified Tax Planner and Certified Tax Strategist designations, upholds a strict Code of Ethics to ensure the highest standards of integrity and excellence among its members, and offers a network of resources, ongoing education, and joint venture opportunities. Founded in 2009 in Cincinnati, OH, AICTP is the premier organization for helping business owners and investors keep more of what they earn.

Responsibilities

• Oversee all aspects of the member relations department, ensuring programs run smoothly and members feel supported.
• Supervise and coordinate multiple membership programs (Software, training, masterminding, newsletter programs to name a few).
• Plan, organize, and execute member events, including academies, reunions, and live trainings. This includes 6 live in-person events per year and approximately 1 web event weekly (Project plans? We have this down like clockwork).
• Facilitate program launches, marketing campaigns, reporting, feature development, and ongoing maintenance. You'll be doing this with your support team including tech and admin support.
• Serve as liaison between members, coaches, contractors, and vendors.
• Oversee member onboarding, outreach, engagement tracking, and retention strategies.
• Maintain program budgets, financial reporting, and expense tracking for events.
• Produce regular usage, engagement, and marketing reports for team meetings.
• Ensure consistent and timely member communications across all platforms.
• Supervise member relations admin and interns, assigning tasks and tracking progress.
• Update website with relevant program and sales information by coordinating with our tech team.
• Collect and share member feedback, testimonials, and participation data.

Core Skills & Attributes

• Communication: Exceptional interpersonal and written communication skills; warm, approachable, and a good listener.
• Organization: Highly organized with excellent time management and prioritization abilities.
• Technical Skills: Proficient with Microsoft Office Suite, WordPress, CRM systems (Infusionsoft/Keap, Ontraport), and familiarity with video editing tools like Camtasia is a plus.
• Problem-Solving: Resourceful, anticipates needs, and finds solutions with minimal drama.
• Leadership: Team player who can supervise staff, coordinate cross-functional projects, and manage multiple initiatives simultaneously.
• Integrity & Professionalism: Highest level of ethics, confidentiality, and follow-through.
• Detail Orientation: Strong attention to accuracy, consistency, and process improvement.
• Event Management: Skilled at planning and executing both virtual and in-person events.

Job Type: Full-time, in our beautiful spa like office in San Diego, CA

Pay: $68,116.80 - $82,033.13 per year

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
• Chiropractic benefits

Preferred Skills

• Microsoft Office: Word, PowerPoint, Excel
• Zoom
• Google Suite
• Keap/Infusionsoft (Not required, but a big plus!)
• WordPress (Not required, but another bonus!)

There are no changes to this content beyond formatting in this refinement.