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, a wide range of technology solutions, and our various service lines.
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.
Our mission is to “help people live their great lives”. We have the honor of helping tens of thousands of clients achieve their great lives by supporting the financial advisors who guide them in the financial planning process. We also have the privilege of helping over 1,200 financial planning entrepreneurs achieve their great lives by supporting their businesses' start and growth. Finally, we have the pleasure of helping our 60+ team members live their great lives by being a place where they want to come to work, supporting their unique life circumstances, and ultimately making a difference in the world so we can all leave our mark.
About the Position:
As a Tax Intern for XY Tax Solutions (XYTS), you will support our team of tax professionals as they serve financial advisors across the country. XYTS is different from traditional CPA firms in terms of who we serve and how. We leverage our connections with over 1,200 financial advisors and their clients to grow our business. You will report directly to the XYTS tax manager, who in turn reports to our senior tax managers. This ensures that we are meeting or exceeding our tax preparation and planning goals by holding everyone accountable. This internship has the potential to transition into a full-time role as a Tax Specialist upon graduation.
What You’ll Do:
Start Date: Flexible
Status: Seasonal (15 hours/week expected)
Team: XY Tax Solutions
Reports To: Tax Manager
Direct reports: None
Compensation & Benefits:
What You’ll Bring to the Table:
What Would Make Us Drool