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Strategic Partner CPA or Financial Planner

Remote: 
Full Remote
Contract: 
Salary: 
100 - 200K yearly
Work from: 
United States

Offer summary

Qualifications:

CPA/JD/LLM or experience in Financial Planning (1+ years).

Key responsabilities:

  • Sourcing and sales of tax mitigation products
  • Contribute to success through financial analysis, statement preparation, and regulatory compliance
Wilson Hand LLP logo
Wilson Hand LLP Legal Services Startup https://www.wilsonhand.com/
11 - 50 Employees
See more Wilson Hand LLP offers

Job description



National Tax Mitigation Law Firm now hiring a Key Strategic Partner

1- Do you have individual clients or business-owner clients that make over $800K a year? They are our ideal clients to work with.

2- Do you work with various clients and want to help them by providing tax Strategies to reduce their tax liability.

3. Our plan is simple, you bring clients {millionaires} we reduce their tax liabilities, you get paid SSSS.

At Wilson Hand LLC, our strength is in how we efficiently deliver leading-edge tax products and support to our clients, and we are proud to set the standard for the exclusive Tax Mitigation Products in our industry. To help us continue growing, we’re seeking an candidate that will have senior management experience in a dynamic setting. The role requires outstanding organizational, communication, and leadership skills and an ability to develop innovative solutions that push boundaries. The Strategic Partner will work closely with the principles of the firm to strategize and develop long-term plans that usher in new levels of productivity and success for the company. The ideal candidate will be an entrepreneur at heart and have a desire to help the firm in all its endeavors. This is not just any job but an adventure to help grow something that most companies cannot offer at this time in our industries. The ideal candidate is a highly motivated self-starter and proactive communicator with a desire to learn and grow quickly into this exciting role.

This role can be based in any city in the United States the office is in Salt Lake City, Utah area.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

1- Must have experience as a CPA /JD/LLM or in the Financial Planning Industry (1+ years)

2- 100% Commission (paid monthly)

3- 1099 Contractor Status

4- Very flexible schedule (1-5 hours, Monday - Friday)

5- This is a very simple job, that takes no more than 5 hours per week of your time.

6- If you have a list of current or past clients (high-income individuals or business owners), you may be a perfect candidate for this position

As a Strategic Partner, you will play a vital role in the sourcing and sales of our tax mitigation products and services.

Your expertise in financial analysis, statement preparation, and regulatory compliance will contribute to our overall success.

Compensation

We offer very competitive commissions, paid on all new sales (typically between 4% - 10%). Many of our successful Strategic Partners make between $100,000 - $200,000 per year.

The annual average Commission for US-based Partners for this role is $140,000-$200,000. A variety of factors are considered when determining someone’s compensation–including a candidate’s professional background and experience. Final offer amounts may vary from the amounts listed above.

The Company:

Wilson Hand offers clients an experience, innovative, and diverse team of legal professionals whose objective is to make a meaningful contribution to our clients’ success.

We aim to lead in each practice and area of law we work in. Coming from in-depth understanding of the law and the industry, capitalizing on extensive experience, we provide hands-on advice that speaks the language of our client’s business. Whether in aviation, sales and distribution, antitrust, corporate, and M&A finance etc.

Visit our website to learn more:

www.wilsonhand.com

At Wilson Hand, we celebrate and support our differences. We

know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Wilson Hand is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.

To learn more, please contact us today, for a confidential interview and analysis meeting.

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Experience

Industry :
Legal Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Open Mindset
  • Verbal Communication Skills
  • Organizational Skills
  • Self-Motivation
  • Leadership

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