Tax Partner; Independent Contractor

Commission-Based | Bring Your Own Book | Hybrid / Remote

Are you an experienced tax professional who already serves clients (or is actively building a book of business) and wants a stronger platform, better systems, and a collaborative firm environment—without giving up autonomy?

The Wealth Nook is a boutique tax and accounting firm built around compliance, clarity, and long-term wealth building for business owners. We partner with established tax professionals who want to scale revenue while leveraging shared infrastructure, standardized systems, and brand positioning.

This is not a staff or junior role. This is a partner-level opportunity for professionals who operate with ownership, accountability, and a growth mindset.

As a Non-Equity Tax Partner, you will operate as an independent contractor under The Wealth Nook brand, responsible for managing and growing your own client portfolio while utilizing firm systems, workflows, and operational infrastructure.

You retain day-to-day responsibility for client relationships and service delivery. The firm provides the platform.

Hybrid presence is preferred for periodic in-person collaboration and events in Orlando, FL. Remote work is otherwise permitted.

• Manage and service your own book of business under The Wealth Nook
• Prepare and/or review individual and business tax returns (1040, 1120‑S, 1065, 1120, state filings)
• Provide tax planning and advisory services aligned with client goals
• Ensure compliance with federal, state, and local tax regulations
• Maintain accurate documentation and work papers within firm systems
• Uphold firm quality standards, turnaround times, and client experience expectations
• Participate in periodic partner meetings and process improvements

• Client relationship management
• Workload volume (within firm capacity standards)
• Income (directly tied to revenue you generate and retain)

• Established brand and marketing presence
• Tax software, workflow tools, document management, and secure portals
• Standardized operating procedures and templates
• Centralized billing and collections
• Administrative and operational support (as applicable)
• Collaborative partner environment and referral opportunities

• 5+ years of tax preparation and advisory experience
• Demonstrated ability to manage clients independently
• Strong technical knowledge of individual and business taxation
• Experience with professional tax software and cloud-based workflows
• CPA or EA strongly preferred
• High integrity, discretion, and professional judgment
• Strong communication skills and client-facing confidence

• Commission-based revenue split on services sold and collected
• Uncapped earnings
• Tiered splits available based on production and retention
• Paid on collections, not billings

• Non-equity, non-ownership role
• Clients are serviced under The Wealth Nook brand
• Confidentiality, non-solicitation, and quality-control provisions apply

Send CV and short cover letter to

Subject:
Non-Equity Tax Partner – [Your Name]

Applications reviewed on a rolling basis.