Independent Tax Business Partner | Training, Software & Support Provided

About the Opportunity

TaxSavvy Financial Advisors is expanding our TaxSavvy Partner Network and looking for motivated individuals who are ready to enter the tax industry as independent tax business partners.

This is not a traditional hourly or salaried position. This is a opportunity for individuals who want to learn tax preparation, build their own client base, and grow within a structured tax business system.

If you are serious about building income, learning a high-demand skill, and operating with training, software, systems, and support, this may be a good fit.

What You Will Be Building

As a TaxSavvy Partner, you will work toward building your own tax preparation business with guidance from our team. You will learn how to serve clients professionally, prepare tax returns, use tax software, follow compliance procedures, and market your services.

You will be responsible for growing your own book of business, managing your client relationships, and providing a professional client experience.

What You Will Do

Responsibilities may include:

Preparing individual tax returns
Assisting clients with tax-related questions
Learning tax laws, deductions, credits, and filing requirements
Using professional tax software
Following compliance and due diligence procedures
Marketing your services to attract clients
Managing client intake, documents, and follow-up
Building and maintaining your own client base
Participating in training and support sessions

What We Provide

TaxSavvy Financial Advisors provides partners with:

Step-by-step tax training
Professional tax software access
PTIN registration guidance
Client intake systems and business workflows
Marketing guidance and business growth support
Live training and educational resources
Return review and support before submission
Guidance on client experience and compliance
Opportunity to grow into team building or leadership

Who This Opportunity Is For

This opportunity is for individuals who are:

Interested in building
Motivated to create additional or full-time income
Comfortable with performance-based earnings
Willing to learn and follow a proven system
Professional, reliable, and coachable
Ready to market and grow their own client base
Serious about operating like a business owner

Who This Opportunity Is Not For

This is not the right fit for individuals who:

Are looking for guaranteed hourly pay
Want a traditional W-2 employee position
Are not willing to market or find clients
Want passive income without taking action
Are unwilling to complete training
Do not want responsibility for business growth

Income Potential

Income is based on performance, client volume, and the number of tax returns completed. Partners are paid per completed return. There is also growth potential for individuals who want to build a team, increase client volume, or expand their tax business over time.

No income is guaranteed. Your results will depend on your effort, training participation, marketing activity, client service, and consistency.

Requirements

Must be 18 years or older
Must be located in the United States
Must have basic computer skills
Must have strong communication skills
Must be willing to obtain a PTIN
Must be willing to complete training
Must be comfortable operating as an independent contractor
Must be serious about building a business, not just finding a job

Preferred But Not Required

Prior tax preparation experience
Customer service experience
Sales or marketing experience
Experience working with clients
Experience in banking, finance, bookkeeping, or administrative support

No tax experience is required. Training is provided.

How to Apply

Apply today if you are ready to stop searching for another job and start learning how to build your own tax business with structure, software, training, and support.

Qualified applicants will be invited to a brief screening and business opportunity overview call to determine fit.

Pay: $69,006.93 - $150,000.00 per year

Application Question(s):

• Are you looking for a traditional job, or are you interested in building your own tax business?
• Are you comfortable with performance-based income instead of hourly pay?
• Are you willing to market your services and build your own client base?
• Are you available for live training and onboarding?

Work Location: Remote