Doc Wealth · 1 week ago
Part-Time Tax Role – Discovery Calls, No Returns, No Busy Season
United States
Part-time, Contract
Remote
Mid Level
$50/hr - $75/hrDoc Wealth is a remote tax firm that focuses on providing services to 1099 contractors, S-corp, and business owners. They are seeking a candidate to run discovery calls, answer questions, and help potential clients determine if they are the right fit, without handling any tax returns or extensions.
Financial Services
Responsibilities
Run discovery calls with prospective clients
Explain tax planning in plain English
Guide potential clients from "interested" to "onboarded"
Hand off to our tax team and move on to the next call
Qualification
Required
CPA, EA, CFP, or similar credential
Genuine enjoyment of client conversations
Ability to explain S-corp elections without anyone's eyes glazing over
Benefits
Fully remote, fully flexible
20 hrs/week with a path to full-time if you want it
Clients who actually value what you know
A team that's good at what we do and doesn't take ourselves too seriously
Company
Doc Wealth
Doc Wealth is a specialized tax planning, filing and business services firm exclusively for physicians.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase