Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Support/Service, Customer Training, Documentation, Financial Services, Financial Strategy, Leadership, Maintain Compliance, Onboarding, Tax Accounting, Training/Teaching
10875 Main St. #203 10875 Main St. #203 Fairfax, VA
- 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.