Tax Manager

Job description

Company 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, 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:

    • Compile all tax documents and prepare complete and accurate federal and state tax returns for review by XYTS’ Senior Tax Manager
    • Prepare accurate tax projections and calculate estimated taxes
    • Identify tax planning opportunities and provide tax planning guidance to clients
    • Perform technical research on tax-related issues that arise
    • Assist clients with IRS and State tax notices and provide audit support
    • Assist with other tax-related projects
    • Communicate effectively with clients in a way that is timely, professional, and on-brand
    • Work with XYTS’ Operations Specialist to ensure our CRM is up to date and billing is accurate
    • Meet with XYTS’ Senior Tax Manager weekly to ensure metrics are met (or better yet, exceeded!)
    • Manage the workload of XYTS’ Tax Specialist to meet deadlines

    The Deets:

    Start Date: Immediately

    Status: Full-time (40-45 hours per week with flexible schedule)

    Location: Bozeman, MT

    • Ability to work virtually until Coronavirus restrictions are lifted and we reopen our office
    • Relocation timeline is reasonably flexible due to Coronavirus, if applicable

    Team: XY Tax Solutions

    Reports To: Senior Tax Manager

    Direct reports: Tax Specialist and Tax Interns

    Compensation & Benefits:

    • Salary: $75,703
    • Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
      • 8 paid holidays when the office is closed
      • 401(k) with match; you put in 6% and we put in 4.5%
      • 12 weeks of paid maternity/paternity leave for the birth or adoption of a child
      • Health insurance w/employer contribution
      • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
      • Employer paid Life and AD&D insurance
      • Employer paid Long Term Disability coverage
      • $600/year to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee
      • $250/quarter to spend on yourself specific to our core value of “Be Well Being You”
      • $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
      • $2,000/year available in Professional Development Funds
      • A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
      • Subsidized employer-sponsored childcare through our internal child care program
      • $5,000 relocation package available to those moving to Bozeman, MT
      • Company-owned laptop computer provided
      • Please see our Policies and Procedures Manual to learn more about our company and benefit offerings


      What You’ll Bring to the Table:


      • Authorized to live and work in the United States
      • Bachelor's (or higher) degree in Accounting, Finance, Taxation, or related field
      • CPA or Enrolled Agent required
      • 3+ years of experience providing tax planning services or preparing and reviewing client work papers and tax returns
      • Tax preparation experience with Ultratax and other Thomson Reuters programs preferred
      • Proficiency in QuickBooks preferred
      • A penchant for distilling complex messages by highlighting and summarizing key points
      • The ability to successfully work both collaboratively with teams and independently
      • Multitasking might be your middle name—you’re a master of ensuring nothing falls through the cracks
      • A talent for learning new software and tools to create task efficiencies and automate reports (we’re big fans of automation at XYTS)
      • A team player attitude—you’re the kind of person who collaborates, communicates, and documents so we all win together
      • An unwillingness to deliver anything but high-quality, accurate, and error-free work
      • Excellent verbal and written communication skills
      • People skills—you’re excited about interacting with XYTS clients and passionate about meeting their needs so they can live their great lives

      What Would Make Us Drool

      • Experience with financial services terminology and the fee-for-service model
      • The ability to understand and anticipate the wants and needs of each unique customer and communicate with them accordingly


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