Licensed Cpa / Tax Professional – Expand Your Income Stream (Remote)

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Training & development
  • Wellness resources
Are you a CPA or tax professional looking to expand your income beyond seasonal or client-based work? This opportunity allows you to leverage your financial expertise to help individuals and families with long-term financial protection strategies—while building an additional income stream year-round.

Responsibilities:

  • Educate clients on financial protection and wealth strategies
  • Integrate financial services into existing client conversations
  • Conduct virtual consultations
  • Assist clients with applications and onboarding
  • Maintain compliance and accurate documentation
Qualifications:

  • Active CPA license or tax professional background
  • Strong understanding of financial concepts
  • Client-facing experience
  • Excellent communication skills
What We Offer:

  • Flexible, remote work
  • Performance-based income (uncapped)
  • Training in financial protection strategies
  • Opportunity to build recurring income
  • Leadership and expansion opportunities

This is a remote position.

Compensation: $85,000.00 - $200,000.00 per day




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