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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.