Remote Licensed Tax Partner

Hire-Agency; Draper (UT); Remote; USD 180,000 - 320,000; Full time

Benefits offered by this job

Flexible schedule

No sales or prospecting required

Remote work from home

Job summary

A flexible tax services company is seeking a Licensed Tax Partner who values independence and wants to provide exceptional tax services. This role offers the chance to choose your preferred services while working remotely. With over 5 years of experience as a Tax Accountant and a CPA or EA certification, you'll manage client relationships and enjoy the benefits of ownership in your work without the typical stress of traditional firms. Join a culture that supports your work-life balance.

Qualifications

• 5+ years of experience as a Tax Accountant.
• Experience managing a book of business and client relationships.
• Experience managing a book of business and client relationships.

Responsibilities

• Choose and execute preferred services like Bookkeeping and Tax.
• Deliver exceptional and timely services to clients.
• Improve existing processes for efficiency.
• Ensure smooth onboarding experience for new clients.
• A team player who appreciates a light-hearted culture (dad jokes welcome)

Skills

Tax Accounting

Client Management

Efficiency Improvement

Education

CPA or EA certification

Job description

Remote Licensed Tax Partner - Incite Tax

Are you an experienced tax professional tired of the long hours and rigid structure of traditional firms? Our client is looking for a Licensed Tax Partner who wants more control, more flexibility, and a career that actually supports a healthy work-life balance, all while delivering great results for clients.

About Incite Tax

At Incite Tax, they’re not afraid to say it: the IRS sucks! They take too much of people’s hard-earned money, and Incite Tax is here to help stop that. They work with small business owners to understand their numbers, make smarter decisions, and keep more of what they earn.

Incite Tax built their company on one simple belief: you shouldn’t have to choose between a successful career and a real life. With flexible schedules, honest communication, and a culture that supports work-life harmony, you can grow your career while still having time for family, hobbies, and sanity.

What Is a Licensed Partner at Incite Tax?

A Licensed Partner at Incite Tax isn’t your typical employee; it’s like being a partner, only better. You get to be your own boss, while still having the full support of the Incite Tax team. We take care of the marketing, systems, and backend operations so you can focus on serving your clients and growing your income. It’s the ideal mix of independence and support, all without the stress of doing it alone.

What You’ll Do

• Choose the services you’re passionate about (Bookkeeping, Profit First, Tax, CFO) and execute them with excellence
• Deliver exceptional and timely services to your clients
• Look for ways to improve existing processes and make our work more efficient and accurate
• Make sure new clients have a smooth, stress-free onboarding experience
• A team player who appreciates a light-hearted culture (dad jokes welcome)

Who We’re Looking For

• Tax Accountant with 5+ years of experience
• CPA or EA
• Experience working with clients and managing a book of business

Why Join Incite Tax?

• Non-Traditional Model: Make serious money without living at your desk. Get the flexibility you deserve and get paid for the value you actually bring.
• No Sales or Prospecting Required: Focus on your clients without worrying about generating leads.
• Ownership: Gain ownership of your client relationships, which becomes a sellable asset for your future.
• Flexibility: Set your own hours and work remotely from the comfort of your home, on your terms.

Application Process

If you’re ready to take control of your career and be rewarded for your skills, this Licensed Partner role is for you. Join Incite Tax and work with a company that values your time, rewards your expertise, and empowers you to thrive independently!

Job Type: Full-time

Work Location: Remote