XY Planning Network (XYPN) is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee 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 earned accolades in 2018, 2019, and 2020 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 for the better.
About the Position:
We’re looking for an experienced accountant with a love of details and a knack for organization to join our team of expert bookkeepers. In this role, you’ll help manage operations, “own” multiple sets of books, and take the lead on complex accounting issues and initiatives. As a Senior Accountant on the Bean Team, you'll be the go-to for our entire team of bookkeepers and will have the know-how to answer complicated accounting questions, help with accounting coaching and webinars, and balance a sizable workload.
What You’ll Be Doing:
Manage a full workload of ~60-70 clients on a monthly basis without breaking a sweat; you’ll communicate with those clients and deliver error-free, on-time work while maintaining a monthly revenue target
Be the star of in-depth accounting webinars and put your expertise on display
Guide members, teammates, and clients through basic bookkeeping principles and processes and be their go-to for bookkeeping questions
You know the ins and outs of accounting principles like the back of your hand and you understand how they relate to the regulatory environment XYBC operates under
Prepare tax-to-book adjustments and deliver on the translation of a tax return to a set of books
You have an impressive command of generally accepted accounting principles (GAAP)
Solve complex accounting problems
Take the lead with client onboarding
Make quick work of one-off accounting clean-up, review, and consulting projects
Review the work of and provide feedback for XYBC’s all-star bookkeepers
Contribute your talents to XYBC’s strategic vision to make departmental goals a reality
Start Date: Immediately
Status: Full-time (40-45 hours/week)
Location: Bozeman, MT(ability to work virtually until coronavirus restrictions are lifted and we reopen our office)
Direct Reports: No , not currently
Department: XY Bean Counters
Reports to: Dan Keslin; Director, XYBC
Compensation & Benefits:
What You’ll Bring to the Table
Legally authorized to live and work in US.
3+ years of experience in the accounting industry, or relevant experience at a public accounting firm; when it comes to navigating the relationship between accounting, bookkeeping, taxation and regulation, you’ve been there, done that
Previous bookkeeping experience, preferably with multiple clients
You thrive on collaboration and are eager to contribute to a team
From deadlines to projects, you’re a multi-tasking superstar
You’re a Quickbooks Online pro
You’re a master communicator and your verbal and written skills are unrivaled
You always welcome change with a smile
What Would Make Us Drool
Bachelor’s degree in Accounting or Bachelor’s of Business Administration with Accounting focus
Experience with partnership equity structures, corporations, and basis calculations
A wealth of public accounting experience
CPA designation or candidacy
Experience in the financial services industry and with payroll and accounting software system (we’d seriously swoon)
XY Planning Network believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.