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 Manager for XY Tax Solutions (XYTS), an XY Planning Network (XYPN) service line that brings expert tax preparation and planning services to XYPN members, you’ll have the opportunity to showcase your talent for and experience in tax services as you work directly with financial advisors and their clients. XYTS offers a suite of services that includes tax preparation, planning, research, and compliance, all of which you’ll help deliver. In your role, you will largely focus on the preparation of individual, corporate, partnership, and other entity returns. Everything we do at XYTS serves XYPN’s mission to help people live their great lives; we do that by providing an exceptional experience for XYTS clients who are following their dreams of successfully starting, running, and growing financial planning firms. If you’re interested in putting your top-notch tax talents to work with leaders and peers who value their fellow team members and support your growth, we want you to apply!
What You’ll Do:
Start Date: Immediately
Status: Full-time (40-45 hours per week with flexible schedule)
Location: Bozeman, MT
Team: XY Tax Solutions
Reports To: Senior Tax Manager
Direct reports: Tax Specialist and Tax Interns
Compensation & Benefits:
What You’ll Bring to the Table:
What Would Make Us Drool