Managing Director of Tax Solutions

Job description

Position: Managing Director of Tax Solutions

Start Date: Immediate

Status: Full-time (Regular - Exempt)

Hours: 40-45 hours per week w/flexible schedule

Location: Bozeman, MT

Reports to: Chief Operating Officer (COO)


XYPN Overview:

XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.


XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have recently earned accolades as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry.


Job Description: 
As the Managing Director of Tax Solutions, you will develop, manage and lead our tax solutions service line. You will be working directly with financial advisors and their clients in tax services including tax preparation, planning, research, and compliance. You will be responsible for managing the tax return preparation of individual, corporate, partnership, and other entity returns with minimal supervision and will be responsible for resolving most tax issues. In addition, you will lead, manage, and hold a team of tax professionals accountable for achieving accurate and timely results.

We launched a beta version in the 2018 tax season of a white labeled tax preparation offering for our financial advisor members to provide to their clients. This position will be responsible with hiring and training tax preparers, and helping us scale this high-growth business line. If you have always wanted to build a tax practice the right way, but have been held back by legacy systems and thought processes, then this blank slate will be your ideal sandbox. 


  • Oversee the development of the Tax Solutions service line
  • Responsible for executing the strategic vision of this new service line; developing comprehensive goals for performance, growth strategies and achieving or exceeding established objectives
  • Manage a team of tax professionals and assistants working on client projects along with attracting, retaining and developing this team of high-performers
  • Prepare and review tax returns, including complex filings, work papers, estimated tax payments, and other various tax compliance filing requirements 
  • Perform technical research to address more complex tax issues, including planning opportunities 
  • Provide tax compliance and advisory services to partnerships, corporations, and individuals
  • Provide other tax support as needed
  • Effectively problem-solve and resolve issues that arise amongst the service line. Must be comfortable with conflict, addressing issues, and solving problems in a practical and healthy manner in a rapidly growing business.


Required Qualifications:

  • CPA
  • 5+ years of tax experience in public accounting, or related field
  • Lacerte tax software or equivalent experience
  • Ability to work both collaboratively with teammates and independently with little supervision
  • Excellent interpersonal communication skills 

What would make us drool:

  • Experience in the Finance industry 

  • Proficiency in QuickBooks Online

  • You’ve worked in a hyper growth environment and understand that “scale” isn’t a bad word

Compensation & Benefits:

  • Salary: $125,000 / year

  • Relocation assistance available, if applicable

  • 401K (4.5% match on 6% contribution)

  • Health insurance w/employer contribution

  • 8 paid holidays

  • Open vacation policy (Required to take a minimum of 3 weeks per year)

  • Please see our Dream Team Handbook to learn more about our company and benefit offerings


  • Cover Letter
  • Resume
  • Applications will be reviewed as they are received