Strategic Partner CPA or Financial Planner - Remote

Overview

We are seeking a Strategic Partner who has experience in CPA or Financial Planning to help clients reduce their tax liabilities while earning competitive commissions.

In Short

• Work with individual clients or business owners making over $800K annually.
• Provide tax strategies to reduce client tax liabilities.
• Work on a commission basis with flexible hours.
• Must have experience as a CPA, JD, LLM, or in Financial Planning.
• Position allows for 1-5 hours of work per week.
• Compensation ranges from $100,000 to $200,000 annually.
• 1099 contractor status with monthly commission payments.
• Join a team that values diversity and equal opportunity.
• Help grow a leading Tax Mitigation Law Firm.
• Be part of an innovative team focused on client success.

Requirements

• 1+ years of experience in CPA or Financial Planning.
• Strong organizational and communication skills.
• Ability to develop innovative solutions.
• Proactive and self-motivated individual.
• Experience with high-income individuals or business owners.
• Must be a motivated self-starter.
• Willingness to learn and grow in the role.
• Strong leadership skills.
• Ability to strategize and develop long-term plans.
• Must be able to work independently.

Benefits

• Competitive commissions between 4% - 10% on new sales.
• Flexible work schedule.
• Opportunity for high earnings based on performance.
• Supportive and diverse work environment.
• Opportunity to work with a leading Tax Mitigation Law Firm.
• Access to innovative tax products and services.
• Chance to make a meaningful contribution to clients’ success.
• Work with a team of experienced legal professionals.
• Confidential interview and analysis meeting offered.
• Equal opportunity workplace commitment.