About the Role
The Independent Tax Advisor (ITA) role is designed for motivated professionals who want to serve clients with accuracy, integrity, and intention during tax season and beyond. As an ITA, you’ll partner with SheCounts to help individuals and families file confidently while educating them on smart tax strategies that support long-term financial success.
This role offers independence, flexibility, and a proven system—ideal for someone who leads themselves well and wants to grow inside a respected financial ecosystem.
Who Thrives Here
People who take pride in accurate, compliant work.
Advisors who value communication, consistency, and client care.
Self-starters who don’t need micromanagement or hand-holding.
Individuals who want to build recurring income season after season.
Go-getters committed to integrity and long-term growth.
What You’ll Do
Prepare individual tax returns with accuracy and professionalism.
Conduct clear, respectful client interviews to gather required information.
Follow IRS due diligence standards, including compliance with Form 8867.
Use SheCounts-approved software and workflows to ensure smooth e-file processing.
Assist clients with understanding credits, deductions, and their tax position.
Maintain organized digital records according to SheCounts’ WISP and retention guidelines.
Uphold SheCounts’ values of integrity, education, and client care.
What You’ll Gain
The flexibility of independent work — set your schedule and work from anywhere.
Access to SheCounts’ 12-week Training Hub, SOPs, support tools, and weekly meetings.
A community of forward-thinking advisors committed to accuracy and ethics.
Opportunities to grow into annuities, insurance, wealth plans, and leadership lanes.
A professional brand behind you — not a franchise, not a hustle, a financial ecosystem.
Requirements
Must have or be willing to obtain a valid IRS PTIN
Must complete SheCounts onboarding and annual training
Must follow SheCounts SOPs and compliance standards
Must have reliable communication and a commitment to professionalism
Experience is a plus, but full training is available