Careers · Path Five
Become a Tax Professional.
Every family we protect files taxes — and most of them are leaving money on the table. As a Heritage Tax Professional, you help families and small businesses keep more of what they earn, file with confidence, and plan smarter all year long. Through our Top Dollar Tax onboarding, you get the training, software, and mentorship to earn serious income every tax season — no experience required to start.
Apply Now
Applications open in a secure onboarding form. Performance-based opportunity — earnings depend on effort, results, and applicable agreements.
What you'll do
- Prepare accurate individual and small-business tax returns for Heritage families
- Maximize every legal credit and deduction your clients qualify for
- Guide clients year-round — quarterly planning, W-4 reviews, and IRS letter support
- Build your own book of business with warm leads from the Heritage community
- Pair tax services with the Heritage protection conversation (insurance, legal, retirement)
- Serve clients remotely or in person — you set your schedule
What we provide
- Complete onboarding and step-by-step training — no prior tax experience required
- Professional tax software, e-filing tools, and back-office support
- Mentorship from experienced tax professionals through our Top Dollar Tax partnership
- Marketing support and a trusted brand behind you
- Performance-based pay with unlimited earning potential during tax season and beyond
What it takes
- 18 or older with a strong sense of integrity and confidentiality
- Willing to complete onboarding, training, and a background check
- Comfortable with basic technology and client conversations
- PTIN registration guidance provided during onboarding
Tax season is opportunity season.
One application starts your onboarding. Train now, be ready to earn when filing opens.
Apply Now — Start Onboarding