Remote Tax Client Referral Specialist

We are seeking independent Referral Specialists to help connect clients with our professional tax preparation services. This is a flexible, remote role with performance-based pay.

Responsibilities:

Share information about our tax preparation services with individuals and small businesses.

Provide potential clients with our booking link or direct contact information.

Maintain basic records of referrals made.

Requirements:

Strong communication skills and ability to network within your community.

Self-motivated and organized.

No prior tax or sales experience required—training and materials will be provided.

Compensation:

Referral bonus of $50 for each client who completes a tax filing.

Payments are processed promptly after client completion.

Flexible, independent contractor role – work on your own schedule.

Example of Earnings:

2 completed referrals per day = $500 per week potential.

Active Referral Specialists average $1,500–$2,000 per month.