LICENSED CPA / TAX PROFESSIONAL – EXPAND YOUR INCOME STREAM (REMOTE)
Benefits:
• 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.
Remote
Skills:
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
About the Company:
Pregnantsee Inc.
Apply tot his job
Apply To this Job
• 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.
Remote
Skills:
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
About the Company:
Pregnantsee Inc.
Apply tot his job
Apply To this Job