Bookkeeping, Customer Relations, Customer Support/Service, Detail Oriented, Financial Services, Financial Strategy, Health Insurance, Mentoring, Onboarding, Organizational Skills, Record Keeping, Tax Returns, Training/Teaching
10875 Main St. #203 10875 Main St. #203 Fairfax, VA
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Training & development
Job Description:
If you’re a bookkeeper or tax advisor, you already have clients who trust you. This opportunity allows you to expand your services by offering financial protection strategies—creating additional value for your clients and new income for you.
Responsibilities:
- Introduce financial protection concepts to existing or new clients
- Conduct virtual education sessions
- Collaborate with team mentors
- Assist with client onboarding
- Maintain organized records
Qualifications:
- Experience in bookkeeping or tax preparation
- Strong client relationship skills
- Detail-oriented and organized
- Open to learning new financial concepts
What We Offer:
- Flexible schedule
- Remote setup
- Additional income stream
- Training and mentorship
- Long-term growth potential
This is a remote position.