Tax Professional

Job Description

Job Description

Build Your Tax Practice With CM Tax & Insurance Solutions Group

CM Tax & Insurance Solutions Group is seeking experienced Tax Professionals to join our growing organization as 1099 Independent Contractors.

This opportunity is designed for tax professionals who already have clients, have prospective clients or business-owner relationships, or are building a tax practice and need access to professional tax software, technology, systems, and infrastructure.

You bring your tax expertise and relationships. CM Tax & Insurance Solutions Group provides the platform.

Build • Protect • Grow

This is a revenue-sharing opportunity , not a traditional salaried or hourly position.

Tax professionals may bring:

• Existing tax clients

• Prospective tax clients

• Business-owner relationships

• Professional referrals

• Personal networks

• New clients independently developed

CM Tax & Insurance Solutions Group may also provide tax leads and business-development opportunities .

The goal is to help qualified tax professionals build a sustainable client base while leveraging the resources of an established financial-services organization.

This is a revenue-share opportunity rather than a salaried or hourly position. Revenue share will be determined based on factors such as:

• Professional experience

• Tax credentials and qualifications

• Client source

• Services performed

• Business-development contribution

• Responsibility for the client relationship

• Size and development of the professional's book of business

Specific revenue-share percentages, eligible revenue, payment terms, and applicable tiers will be established in the independent contractor agreement.

This structure is designed to reward professionals who bring relationships, develop business, serve clients, and grow their practice.

Depending on the scope of the engagement, CM Tax & Insurance Solutions Group may provide access to:

• Professional tax preparation software

• Tax technology and digital workflows

• Client-management systems

• Secure document and e-signature tools

• Client communication systems

• Business-development opportunities

• Tax-related resources and support

• Professional-development resources

• CM Tax & Insurance Solutions Group's broader financial-services platform

You don't have to build the entire infrastructure yourself.

Tax professionals who join CM Tax & Insurance Solutions Group may have the opportunity to receive bookkeeping training and pursue applicable bookkeeping certification .

This can allow tax professionals to expand the services they offer to small-business clients and develop additional recurring client relationships.

Training opportunities may include applicable QuickBooks, bookkeeping, and client advisory training and certification programs .

Training is provided as a professional-development opportunity and is not paid employment training.

We're looking for tax professionals who are:

• Experienced in tax preparation or tax services

• Professional and client-focused

• Detail-oriented and organized

• Comfortable working with individuals and/or business owners

• Self-motivated and entrepreneurial

• Comfortable working independently

• Interested in developing long-term client relationships

• Interested in expanding their professional services

We welcome professionals with different levels of experience and credentials, with revenue-share opportunities structured accordingly.

Candidates may have experience in:

• Individual tax preparation

• Business tax preparation

• Small-business taxation

• Tax planning

• Tax consulting

• Bookkeeping/accounting

• Client advisory services

Relevant credentials may include Enrolled Agent, CPA, attorney, or other applicable tax credentials , as well as qualified tax professionals with demonstrated experience and applicable credentials.

Candidates should maintain any licenses, registrations, credentials, or other requirements applicable to the services they provide.

This is a primarily remote hybrid independent contractor opportunity .

Most work may be performed remotely, while CM Tax & Insurance Solutions Group may periodically conduct in-person team meetings, training, networking, business-development events, or firm gatherings scheduled in advance.

The contractor maintains autonomy over their independent business activities and work methods consistent with the independent contractor relationship.

At CM Tax & Insurance Solutions Group, we're building an integrated financial-services organization designed to help individuals, families, entrepreneurs, and business owners:

Build • Protect • Grow

Tax professionals have an opportunity to become part of that larger vision while expanding their own professional practice.

You don't have to choose between being independent and having a platform.

With CM Tax & Insurance Solutions Group, you can have both.

This opportunity may be especially attractive if you:

✔ Already have tax clients
✔ Have prospective clients who need tax services
✔ Have strong business-owner relationships
✔ Are building a tax practice
✔ Need professional tax software and technology
✔ Want to expand beyond tax preparation
✔ Want bookkeeping training and certification opportunities
✔ Want access to business-development opportunities
✔ Want to build recurring client relationships
✔ Want to remain an independent professional while leveraging a broader platform

Bring your expertise. Bring your relationships. Bring your entrepreneurial spirit.

CM Tax & Insurance Solutions Group provides the platform.

Build • Protect • Grow.