Flexible CPA or EA

I’m a 31 year old Series 65-licensed advisor going out on my own. I am starting a small, veteran-owned asset management firm and looking to add tax strategy & prep to our offerings.

This is not full-time or part-time (yet) but would be ideal for a CPA/EA who already has another role or firm and wants flexible, incremental work.

What You’ll Do:

Own tax planning & returns for individuals & small biz clients

Work per-client or take a % of revenue from the tax side

You:

CPA or EA with small business tax expertise

Bonus if you’re a veteran or connected to the military

Entrepreneurial, flexible, and strategic

This is a chance to join a small firm at the ground floor and shape how we serve clients. Remote/Telework Fine. Must be comfortable with Google Meet/Zoom calls.