Accountant​/Tax Advisor Potential Path To Financial Planning

Position: Accountant/Tax Advisor (1099) - With Potential Growth Path To Financial Planning
Location: Yarmouth

Accountant/Tax Advisor (1099) - With Potential Growth Path To Financial Planning Position Overview

Location:

Yarmouth, ME (Hybrid – must live within commuting distance and be able to work in-office as needed, with flexibility for work from home/remote options partial time).

Engagement Type:
Independent Contractor (1099) for Tax Planning & Preparation

Level of Effort:
Full-Time

Client Source:
Shepard FINANCIAL provides clients; opportunity to grow additional business

Future Opportunity:
Expanded Financial Planning Role with Separate Compensation Structure

Important Role Details (Please Read)

• Tax planning and tax preparation work is structured as a 1099 independent contractor engagement
• Shepard FINANCIAL will refer and assign clients for tax services
• This role is supported by firm-provided client relationships and is not exclusively dependent on self-sourced business, while offering opportunities for responsible practice growth. An entrepreneurial mindset is an asset.
• The role is hybrid: a mix of in-office and remote work
• Candidates must live within commuting distance of Yarmouth, ME and be available to come into the office for ...
• There is a clearly defined opportunity to expand into financial planning and advisory work under a separate compensation structure (e.g., W-2, hybrid, or revenue-based), if mutually desired.

Key Responsibilities (Initial Tax-Focused Scope)

• Prepare and review individual and business tax returns for firm clients and referred clients
• Provide proactive, year-round tax planning aligned with financial and investment strategies
• Collaborate closely with financial advisors on retirement, estate, and investment‑related tax decisions
• Serve as primary tax advisor for assigned clients
• Provide accounting support, financial statements, and analysis for business‑owner clients
• Identify tax‑efficient strategies related to income planning, entity structure, deductions, and timing
• Clearly communicate complex tax concepts in a planning‑focused, client‑friendly way
• Support clients through major life events (liquidity events, retirement, business transitions)

Business Development & Collaboration

• Receive a steady flow of clients from Shepard FINANCIAL
• Opportunity (not requirement) to introduce and develop additional client relationships
• Collaborate with advisors on cross‑referrals and integrated planning opportunities
• Participate in the ongoing development of the firm’s tax and accounting offerings

Growth Opportunity (Optional, Not Required)

For the right candidate, Shepard FINANCIAL offers a path to:

• Expanded involvement in financial planning engagements
• Delivery of tax‑aware financial advice
• Potential pursuit of CFP® or other planning credentials
• Transition to a different compensation and employment structure for advisory work

This expansion would be mutually agreed upon and structured separately from the 1099 tax engagement.

Qualifications

• Bachelor’s or Associate’s degree in Accounting, Finance, or related field (or equivalent experience)
• 2–3+ years of experience in tax preparation, accounting, or advisory‑focused tax work
• Strong knowledge of individual and small business taxation
• Experience with tax prep software and accounting platforms (Quick Books, Xero)
• Comfortable in a client‑facing advisory role
• Entrepreneurial mindset with interest in growing a practice
• Strong organizational, communication, and deadline management skills
• CPA not required; CFP® or interest in financial planning is a plus

Why This Role

• Planning‑centric, tax‑forward firm model
• Collaborative environment with experienced financial advisors
• Hybrid flexibility with meaningful in‑person client interaction
• Long‑term opportunity beyond traditional tax compliance work

What We Offer

• Competitive rate based on experience
• Collaborative work environment with established leadership team
• Onsite workout studio and trainer‑led team workouts
• Other benefits may apply based on agreed upon compensation structure for expanded scope of work (if applicable)

About shepard FINANCIAL

At Shepard Financial, our approach to wealth goes beyond numbers; we believe true prosperity is rooted in wellness, wellbeing, and a sense of purpose.

We’re a small, but fast‑growing business with a…