Tax Referral Agent
Company: LUXE Financial LLC
Location: Hybrid / Field-Based (Assigned Locations)
About the Role
LUXE Financial LLC is expanding and seeking Tax Referral Agents to help connect individuals, entrepreneurs, and organizations with our year-round tax and financial services.
Unlike traditional tax offices, we operate year-round, support clients beyond filing season, and deploy our referral agents to specific locations, events, and partner sites — not random cold outreach.
This role is ideal for community connectors, real estate professionals, notaries, student leaders, nonprofit staff, and anyone with strong local networks.
What You’ll Do
- Refer individuals and businesses to LUXE Financial’s tax services
- Work assigned locations (events, campuses, housing communities, partner sites)
- Educate prospects on our services (no tax prep required)
- Submit referrals through our tracking system
- Maintain professionalism and brand integrity
What Makes Us Different
Year-round operations (not seasonal only)
Assigned locations & warm lead environments
Multiple revenue streams (tax, business, housing-adjacent services)
Luxury, concierge-style tax firm — not a strip-mall operation
Growth opportunities into leadership, events, or operations roles
Compensation
- Commission-based (per qualified referral or closed client)
- Bonus opportunities for high-volume or strategic partnerships
- No cap on earnings
Ideal Candidate
- Strong communicator
- Comfortable speaking with the public
- Reliable and organized
- Has community ties or professional networks
- Sales experience a plus (not required)
This is a 1099 independent contractor role.