LICENSED CPA / TAX PROFESSIONAL – EXPAND YOUR INCOME STREAM (REMOTE) Fully Remote - US

LICENSED CPA / TAX PROFESSIONAL – EXPAND YOUR INCOME STREAM (REMOTE)

Full Time • Fully Remote - US
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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