Remote Tax Professional

ABOUT CAPITAL WEALTH FINANCIAL Capital Wealth Financial is a growing tax preparation and professional development company serving tax professionals across Louisiana, Texas, Mississippi, and beyond. We are expanding our team and seeking experienced tax professionals and active PTIN holders who are ready to grow their clientele, increase their earning potential, and become part of a supportive tax organization. This opportunity is best suited for individuals who already understand the fundamentals of tax preparation and are looking for the software, systems, marketing resources, mentorship, and professional support needed to take their tax business to the next level. WHAT WE PROVIDE ✅ Competitive Commission Structure Start at a 70% commission split per completed return, with opportunities for increased earning potential based on performance and growth. ✅ Professional Tax Software Access to professional web-based tax preparation software and the systems needed to manage your clients efficiently. ✅ Ongoing Tax Training & Education Receive continued education, tax updates, compliance guidance, practice opportunities, and professional development throughout the season. ✅ Marketing Tools & Resources Access marketing materials, social media content, flyers, client-building strategies, and resources designed to help you promote your services and grow your clientele. ✅ Mentorship & Business Support You are not expected to navigate the tax industry alone. Our team provides ongoing mentorship, guidance, accountability, and a professional community to support your growth. ✅ Growth Opportunities Qualified tax professionals can work toward additional leadership and business opportunities, including advancement from PTIN Holder → ERO → Service Bureau Owner. WHO WE'RE LOOKING FOR We are seeking motivated and experienced tax professionals who:

• Have previous tax preparation experience
• Have an active PTIN or are eligible to obtain/renew one
• Understand basic individual tax preparation
• Are comfortable working with clients independently
• Have strong communication and customer-service skills
• Are professional, dependable, organized, and detail-oriented
• Understand the importance of tax compliance and due diligence
• Are willing to continue learning and attending required training
• Are comfortable marketing their services and actively building their clientele
• Can work independently while still operating within company policies and procedures

Experience preparing W-2, 1099, dependent, self-employed/Schedule C, and other common individual tax returnsis preferred. IMPORTANT: CLIENT ACQUISITION Please understand this requirement before applying. Capital Wealth Financial does not guarantee or directly provide clients to tax preparers. Tax professionals are expected to actively market themselves and work toward developing and maintaining their own book of business. However, you will be provided with marketing tools, promotional materials, strategies, resources, mentorship, and support to help you attract and retain clients. This opportunity is ideal for someone who is motivated to build something of their own while having an established company and support system behind them. COMPENSATION Commission-Based | Starting at 70% You earn commission from each qualifying return you successfully prepare. Your overall earning potential will depend on factors such as your client volume, completed returns, performance, and applicable commission structure. As your clientele and performance grow, additional earning and advancement opportunities may become available. PROFESSIONAL GROWTH PATH Capital Wealth Financial is designed to provide opportunities beyond preparing tax returns. Qualified team members may have the opportunity to progress through: Experienced PTIN Tax Professional ↓ Senior/High-Performing Tax Professional ↓ ERO / Office Leadership ↓ Service Bureau Opportunities Advancement is based on qualifications, performance, compliance, leadership ability, and business growth. POSITION DETAILS Job Type: Seasonal / Commission-Based Tax Season: January–April, with opportunities for continued professional development and year-round involvement. Schedule: Flexible Work Setting: Remote opportunities may be available depending on position requirements. HOW TO APPLY Submit your application through Indeed and be prepared to provide:

• Your city and state
• Number of tax seasons of experience
• Current PTIN status
• Approximate number of returns prepared during your most recent tax season
• Types of returns you have experience preparing
• Previous tax software experience
• Your experience with marketing and building a tax clientele

Please apply only if you understand that this is a commission-based opportunity and you are prepared to actively market and build your own clientele with the tools and support provided by Capital Wealth Financial. Pay: $18.00 - $21.50 per hour Benefits:

• Flexible schedule
• Referral program

Application Question(s):

• Are you able to obtain your own clients with the help of training and marketing materials?
• Why are you interested in joining our tax team, and what are you looking for in your next tax professional opportunity?
• Approximately how many individual tax returns did you prepare during your most recent tax season?
• Are you comfortable working in an environment where tax professionals are expected to actively build and maintain their own client relationships?
• When provided with marketing materials, strategies, and resources to use on social media to attract clients, how prepared are you to actively promote your tax services and grow your client base?

Experience:

• Tax: 1 year (Required)

Work Location: Remote