Osiwala Financial Group is a growing full-service financial advisory firm in Troy, MI that conducts a top rated radio show on WJR AM 760 and seeks a CPA/Enrolled Agent (individual or firm) that would like to integrate their tax planning expertise with our financial planning firm.
This tax expert will have the opportunity to meet with the financial firms' clients on tax and estate planning matters. The potential is to meet with 400 of the financial firms’ clients to provide your services. You will service and bill your clients separately and retain all of the revenue for your efforts.
The strategy is to provide the financial firm a “full service solution” to their clients financial needs. The result is a win-win situation for clients, the financial firm and you or your firm.
Moving forward the plan is to grow our mutual practices from here with resources from the financial firm.
What We will Provide:
● We will provide administrative support, office space and make an investment in growth for our mutual benefit at minimal cost so that the CPA/Enrolled Agent is available to meet with the large number of the firm's existing and potential clients.
● In addition, the plan is to work as a team- the financial firm with the tax expertise to take both entities to greater share of the financial services business.
The Ideal Candidate:
● Is a tax and estate planning expert in their field with particular experience in solving clients’ tax and estate planning needs and developing tech strategies to maximize clients wealth retention.
● Have a minimum of 5 years of experience.
● Ability to integrate into the culture of our firm with aligned moral, ethical and professional values.
● Willingness to develop an open, honest and trusting relationship with clients.
Longer term there is the opportunity for a revenue sharing arrangement for the right individual/firm.
● Competitive pay (Salary commensurate with experience)
● Full Benefits package that includes medical, vision, dental, life, company matched 401k
● Paid vacation
● Flexible schedule with remote work available
Send resume to firstname.lastname@example.org.