Partner & Client Advisor- Entrepreneurial Opportunity

at  CPA Solutions

IN 2023, WE RECEIVED NATIONAL RECOGNITION AS AN INC. 5000 FASTEST GROWING COMPANY IN AMERICA.

Check out our firm at https://www.cpaso.com/ and WealthAbility at https://wealthability.com/ for additional information about us.
Now, were looking for proactive, entrepreneurial tax advisors to help us continue growing smoothly by building multi-generational relationships with ideal clients.

REQUIREMENTS:

• Bachelor’s degree in accounting, finance, or a related field.
• Active CPA license.
• Minimum of 5 years of experience in public accounting with a focus on tax planning and compliance.
• Strong knowledge of tax laws and regulations.
• Direct client relationship experience
• Excellent communication and interpersonal skills.
• Strong attention to detail and ability to work under tight deadlines.
• References, credit and background check
• Corvee and UltraTax experience a plus

PARTNER LEVEL RESPONSIBILITIES AT CPA SOLUTIONS RELATIVE TO CLIENT SERVICE INCLUDES (BUT IS NOT LIMITED TO):

Wealth & Tax Strategy Development Sessions. Our flagship product is the Wealth & Tax Strategy (WTS). It is a 10-step proven process to document a plan of action to get an entrepreneurial client from where they are now to where they want to be in specified period by helping them define their niche, build a team of professionals to assist them, and make them as tax efficient as possible legally, ethically, and morally. Strategies are curated by partners based on client preferences, include 6-10 hours of live zoom meetings and are completed in 3-5 months.
Value Presentation. This is the key to bridging the gap between the initial engagement that CPA Solutions sells for you and the implementation and maintenance engagement that will land the client on your balance sheet. Part of being a partner (business owner) is learning how to sell. For us that means getting clients to sign the next engagement letter. You must be able to explain to the client how were providing more value than were charging them in fees to be successful with this. We will work closely with you and be by your side until you have the confidence necessary to close on your own.
Strategy Implementation Projects. Implementation is necessary upon completion of strategy engagements and when there is an update to clients strategies. Implementation is essentially executing the plan of action (strategy). It may include things like cost segregation, R&D credit studies, change in accounting methods, entity conversions, and many other things like that. .
Project Planning Meeting. Once the client signs and pays for their engagement, our customer service team will schedule a zoom meeting with the partner and the client. During this meeting, partners will complete a questionnaire with the client, update/delegate missing items list(s), and plan for extensions (unless the client insists on filing by 4/15). This meeting includes discussion of all the client’s entities and happens within a week or two after the client signs and pays for their implementation/maintenance engagement. This is key to getting the year off to a smooth start and creating a great experience both for yourself and the client. The partner will delegate the missing items list for gathering to the customer service team.
Detailed Review - Entity & Individual ITR. Quality control is very important in our world. Accelerators are required to complete detailed reviews of other partners clients ITRs (income tax returns) when the partner is employed for the development program because it is a great way to learn our systems, develop a better understanding of other partners strategies, and get to know them better. Once a partner graduates from the Accelerator program, they are not required to complete these tasks, however, they may do so if they have the time and desire to increase their bottom line. Otherwise, staff and senior staff working on the ITR preparation and review tasks will be encouraged to consult with the partner for guidance during the process as needed to put together a high-quality product that is aligned with the prior years strategy and optimized for tax efficiency. Staff working on the preparation task that precedes the detailed review task are directed to complete it only when they believe that it is ready for delivery to the client.
Final Review - Entity & Individual ITR. Before the tax returns are delivered to the client, Partners review the tax returns to make sure that they align with the previous years strategy to the best of their knowledge. Then, they record a short (less than 10 minute) video with screen share to walk the client through the most important aspects of their tax returns, next steps, and the value created. Also, partners will note ways that additional value can be created this year to encourage the client to schedule a discovery meeting. During this task, the partner will compare potential tax savings suggested in the prior year to actual and document reasons for any discrepancies as well as review the entity map (structure diagram).
Planning Meetings. A certain number of planning meetings (typically 4) are included in the client’s implementation and maintenance engagement. These can be used flexibly or quarterly depending on partner and client preferences. Typical subject matter would include helping them with estimated tax payments, understanding how changes in law may affect their wealth and tax strategy, helping them calculate the return on investment for new investments, updating structure diagrams, reviewing progress towards the client’s dream and/or whatever else may be valuable to the client.

Compensation shall be earned by completing partner-level tasks. Also, there are commissions available for leading clients to sign new strategy implementation and maintenance engagements. Everything youll be working on is set up as a task in our project management system and has a dollar value. Value created is reconciled to wages advanced monthly.

• You will receive up to $10,000 advanced wages per month to allow you to maintain lifestyle while youre building your client list (asset).
• Excess value created above your advanced wage amount shall be banked toward partnership buy-in.
• Every new advisory client signed counts as a commissioned sale. We will sell the initial consulting engagement (strategy development) for you, but you must sell the implementation and maintenance engagement before counting the clients as yours.
• Before receiving an offer for business partnership, Accelerator participants must:
• Develop approximately 10-20 advisory client relationships projected to generate at least $150k in ARR (annual recurring revenue)
• Complete Wealth & Tax Strategy training/qualification through tier 2 of 3
• Put down $25,000 for buy-in to the new business partnership. To reiterate, you do not need to come up with the cash, unless you want to. We allow Accelerators to earn their way in by creating more value than they’re being paid as indicated above.
• Develop and discuss your own Wealth & Tax Strategy (business plan) with leadership.
• The expected duration of the program is 6-12 month