Seeking CPA/EA with Tax Planning/Strategy expertise for partnership on our Tax Planning firm

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We’re in the early stages of launching a U.S based online tax strategy and bookkeeping firm focused on helping small business owners save money through personalized tax planning and streamlined bookkeeping. Our website, advertising, social presence, and service offer are already fully set up. We’re now looking for a U.S licensed CPA or EA with proven tax planning experience to join us as a partner. This is a profit-sharing opportunity. You will receive a 55/45 split in your favor for the first 5 clients, to ensure both sides can deliver results. After that, the split moves to 50/50 after expenses. On average, you can expect to earn $2,000 to $3,000 per client per year on average. This covers your involvement in onboarding and follow-up calls, quarterly check-ins, and implementing the tax strategies. Most of the initial planning will be handled by tax planning software (licensed and covered under company expenses), allowing you to focus on higher-level insights, obscure methods, and implementation. What We’re Looking For: -- U.S based CPA or EA with verifiable tax planning experience -- Able to join onboarding and follow-up calls to explain the strategy and address client questions (you’re not responsible for closing) -- Confident reviewing and adjusting personalized plans created by our AI-powered tax software -- Able to fully implement a client’s tax plan -- Able to provide real case studies or client testimonials to prove experience and credibility -- Willing to start with a few initial clients to ensure the partnership is a good fit Required Experience: You must have real, hands-on experience implementing at least a few of the following tax strategies: -- Cost Segregation Studies -- 1031 Exchanges -- R&D Tax Credit Qualification -- Captive Insurance Company Setup -- Charitable Remainder Trusts -- Other advanced tax planning strategies involving compliance and long-term savings This is not a theory-based position. You must have implemented these strategies for clients and ensured proper compliance. What You’ll Get: 55/45 profit split in your favor for the first 5 clients 50/50 profit split after expenses once the initial phase is complete Earnings of $2,000 to $3,000+ per client annually, based on actual work done A focused role where you do high-value work without handling client acquisition or sales Use of tax planning AI software (provided at no cost to you; license included in expenses) What We Handle: -- Client acquisition through paid ads, outreach, and referrals -- Funnel setup including website, social media, emails, and automation -- Bookkeeping services and EOY Tax Filing (outsourced and counted as an expense) -- Administrative support and back-office management -- Sales process and lead closing (you’re only on the calls to support tax-related questions) Your Involvement: You will be involved in three main stages of the client relationship: -- Initial onboarding call to build trust and explain the tax strategy -- Follow-up call to address any questions before the client is closed -- Implementation and quarterly updates to ensure the strategy is carried out properly Our tax planning software will generate most of the initial strategy, but you will fine-tune the approach and handle more advanced or less common methods, along with filings. Why This Could Be a Great Fit: If you are a licensed CPA or EA who wants to focus on high-impact tax planning and implementation without chasing leads or doing low value busywork, this is a strong opportunity. You’ll be overall rewarded for your expertise without taking on unnecessary risk. If you're interested and meet the qualifications listed, send us a proposal with as much detail as possible. Be sure to include the word “Apple” in your message so we know it’s not automated. Looking forward to hearing from you.

Keyword: AI Automation

Price: $1.0

CPA Tax Preparation Tax Planning & Advisory Accounting Certified Tax Preparer Tax Return