favorite this post Tax Manager and Seasonal Preparer (Carlsbad, CA) hide this posting unhide

compensation: 100% of the fees generated from approximately 130-175 recurring tax clients. Expected fee range of $200-$500 per return.
employment type: contract

What we are looking for:
Established Carlsbad financial planning practice has 130-175 recurring tax clients needing your individual tax preparation services for this upcoming tax season. After tax season you will retain your office space year-round to devote your time to your own practice. By being in our office you will be available for consultations or additional business that may arise from our clients. Additionally, expect to spend 3-5 hours per month maintaining our company Quickbooks.

Your compensation:
Your compensation will be 100% of the fees generated from approximately 130-175 recurring tax clients. This base should grow each year. Expected fee range of $200-$500 per return. You will absorb your own hard costs, including the cost of the tax software (we have previously used Lacerte), paper, copies, and supplies. Retain your year-round office for your own clients. You will be spending 3-5 hours per month doing the company books on QuickBooks complimentary.

Ideal Candidate:
A tax professional with an existing practice looking to pick up 130-175 additional individual tax returns for this upcoming tax season and retain 100% of the tax preparation fees. Someone who has some experience preparing trust returns as well, as those opportunities occasionally arise. Someone who sees the benefit of receiving a complimentary office space year-round. Someone who sees the value of aligning themselves with a well-established financial planning practice for future opportunities.

  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6701326649



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