Logo for Maximum Tax Relief

Tax Professional - Offer Business Loans & Refer Life/Health Insurance for additional commission

Role overview

Qualifications

  • Must have or be able to obtain an active Preparer Tax Identification Number (IRS PTIN)
  • Must have a reliable computer/laptop, smartphone, and high-speed internet
  • Self-motivated and willing to learn quickly
  • 2 years of Tax Prep preferred; 1 year of Customer Service required

Responsibilities

  • Prepare individual and business tax returns on a 1099 contract basis
  • Offer tax advance loans up to $6,000 with no credit check
  • Refer clients to life and health insurance plans
  • Earn referral fees for commercial loans and other financial services

Key facts

Hard skills

Other skills

  • Customer Service
  • Self-Motivation

About the company

Maximum Tax Relief logo

Maximum Tax Relief

  • Financial Services
  • TPE
  • 2–10
For individuals, entrepreneurs, and business owners across the USA, Maximum Tax Relief is your partner in financial peace. We specialize in complex filings, including multi-year unfiled tax returns, amendments, and emergency filings, helping you resolve issues and secure your financial future. In addition to our expert tax services, we also offer financial relief options, including Pay With Your Refund Loans, Tax Refund Advances (during tax season), and business loans for qualified business owners. Visit www.mymaxtaxrelief.com to start maximizing your financial freedom today!

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Maximum Tax Relief (MTR) is a premier, 100% cloud-based tax firm. We specialize in helping individuals and small businesses slash their tax liability and maximize refunds. Our mantra is simple: "From the community, for the community." We are currently onboarding self-motivated professionals for the upcoming tax season and beyond. If you are looking to escape the "big box" hourly grind and want to build a business with no ceiling on your income, let’s talk.

The Opportunity

Work from home, your own office, or on the go. As an MTR Tax Pro, you aren't just filing forms—you are a financial advocate. You’ll have the power to offer essential services that communities across America desperately need.

Expand your revenue streams instantly:

  • Tax Preparation: Individual and Business returns on a 1099 contract basis.
  • Tax Advance Loans: Offer your clients up to $6,000 with no credit check.
  • Life Insurance & Affordable Healthcare Coverage: Refer clients to essential insurance plans.
  • Financial Services: Earn referral fees for Commercial Loans, Life Insurance, Credit Repair, and more!
  • Professional Growth: Opportunity to become a licensed Life & Health Insurance agent.

Earnings & Perks

  • Commission-Based (1099): Competitive fee-split structure with high earning potential.
  • Referral Bonuses: Earn $25 – $500 on average per referral for ancillary services (Loans, ACA, etc.).
  • Unlimited Growth: No cap on what you can earn.
  • Support: We provide the training, the software, and the marketing materials (ads/flyers). You bring the drive.

Ideal Candidate

This position is perfect for:

  • Tax Preparers tired of big-box retail hourly wages.
  • Financial sector professionals, Bookkeepers, or Notaries.
  • Social Media Influencers and community leaders.
  • Veterans and military spouses.
  • Gig economy pros (Uber, Lyft, DoorDash) with a knack for networking.
  • Anyone with a positive attitude and an aptitude for numbers.

Requirements

  • IRS PTIN: Must have or be able to obtain an active Preparer Tax Identification Number.
  • Equipment: Must have a reliable computer/laptop, smartphone, and high-speed internet.
  • Mindset: Self-motivated, willing to learn quickly, and able to network your own clientele /service Maximum Tax Relief clientele.
  • Experience: 2 years of Tax Prep preferred (but we will train the right people); 1 year of Customer Service required.

Details

  • Job Type: 1099 Independent Contractor.
  • Schedule: Fully Remote. Set your own hours (Evenings and weekends are highly recommended for peak earnings).
  • Process: We train you ➡️ We provide the ads ➡️ You service the clients ➡️ You get paid.

Ready to join a team that empowers you to shine? Apply today and streamline your hiring process by submitting your application!

Related jobs

See all Tax Consultant jobs