Wealth Management Firm Seeking to Launch In-House Tax Practice
We’re a well-established wealth management firm aiming to expand our services to include tax preparation. If you’re a motivated and talented professional who enjoys working on tax returns and has considered going into business for yourself but is uncertain about client acquisition, we want to connect with you. Based in the Southeast, let’s chat about potential opportunities!
One response
Hi there!
I’m excited to hear about your firm’s interest in expanding into tax preparation! It sounds like a great opportunity, especially for those of us who are passionate about tax and looking for a collaborative environment to grow our skills. I have experience in tax returns and would love to discuss how we can work together to build this new practice. Let’s connect to explore ideas on client acquisition and how my background could complement your firm’s expertise. Looking forward to the conversation!
Best,
[Your Name]