Experienced Tax Professional – Senior Tax Associate

📋 Description

• Serve as a Senior Tax Associate within the tax advisory practice.
• Bring, manage, and maintain an existing book of business and established client relationships.
• Develop new client relationships and identify opportunities to expand your professional network.
• Retain existing clients while identifying opportunities to grow your portfolio and revenue.
• Connect clients with additional services across tax, wealth management, legal services, estate
• Build and maintain relationships with high-net-worth and ultra-high-net-worth individuals

🎯 Requirements

• An established tax professional with an existing book of business, preferably with a strong focus
• A Certified Public Accountant (CPA), Enrolled Agent (EA), or Tax Attorney credential.
• Demonstrated experience managing and maintaining long-term client relationships.
• Proven ability to retain clients, develop new business, and grow an existing client portfolio.
• Strong communication, interpersonal, and relationship-management skills.
• An entrepreneurial mindset, with the ability to work independently and manage a professional

🎁 Benefits

• Opportunity to continue managing and serving an existing book of business.
• Competitive payout structure designed for experienced, credentialed tax professionals.
• Flexible 1099 independent contractor affiliation model.
• Entrepreneurial autonomy to operate and grow your own professional practice.
• Access to an integrated platform covering wealth management, tax, legal services, estate planning
• Opportunities to generate additional revenue by introducing complementary services to existing