Hello everyone! I'm looking for a student intern for Summer 2024 to help build out our Tax Preparation business by Spring of 2025 for the 2024 tax year. Below are the details, please reach out if you or someone you know would be interested!
Intrapreneurship Opportunity – Tax Preparation & Financial Advising
Who we are: Petros Family Wealth, an independent Registered Investment Advisor (RIA), managing over $180 million of assets with 6 employees. We’re looking to expand our offerings to clients to provide tax preparation services for Spring of 2025.
What you would be doing: Developing processes, identifying our technology stack, and fine tuning our pricing model in order to begin tax preparation services for our clients’ families in Spring of 2025 for the 2024 tax year.
What this could become: Developing a successful CPA and tax preparation business from the ground up, without the need for sales skills, and with a more financially stable path to equity ownership in the CPA practice. We’re also open to the possibility of a dual role, of tax preparation and advising clients on their investments and retirement plans if a great candidate would like to be involved in the investment space as well.
When we would want to hire someone: Full time during Summer of 2024, possibly 5-10 hours a week in Fall of 2024, then 15-20 hours a week in Spring of 2025 with full time work offering available in Summer of 2025.
Open to: Students graduating in 2025 and possibly 2026
Pay range of $20-$25/hour depending on experience and drive
Required Skills:
· Communication, Communication, Communication. As an ensemble team of experts, we prefer overcommunication vs. under communication in order to ensure we provide quality advice to our clients.
· Organization: need to be able to track projects, information we need from the clients, and project out future revenues and expenses
· Quick learner on technology and being able to communicate advantages/disadvantages of the tools we will use to clients and other members of our team
· Would need to have a CPA license or be an Enrolled Agent by 2026
Preferred skills/mentality/desire:
· Willing to build a company from the ground up
· No need for sales skills, as we have plenty of business opportunities to explore
· Interested in investing and how we can use tax strategies to help our clients save money, make more money and achieve their goals
· An ideal candidate would likely be more introverted, as we are a service oriented firm, rather than a sales oriented firm. Our focus is “Craftsmanship, not Salesmanship”
What we don’t want this to be:
· We do not want this CPA business to be overwhelming, or unsustainable.
· We want this to provide support to our current clients and their tax preparation needs
· We want to keep ‘busy season’ to be less than 50 hours/week at its peak time.
Contact Information: 612-643-9909 or carl@petrosfw.com
Our Company's page: www.petrosfw.com