Tax Specialist

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 Specialist, you will work closely with the entire XY Tax Solutions (XYTS) Team to deliver tax returns to XYPN advisors and their clients. You’ll support the team by compiling tax documents and preparing tax returns, and will be relied upon for accurate research and help with other projects related to, you guessed it, taxes. We’re on a mission to help financial planners successfully start, run, and grow their firms; the important work you do as a Tax Specialist will further that mission.

What You’ll Do:

  • Compile all tax documents and prepare complete and accurate federal and state tax returns—you wouldn’t dare submit something for review without triple-checking it
  • Identify, research, and assess various tax issues and keep the rest of the team up to date with your findings
  • Help clients with IRS and State tax notices and provide audit support; helping others brings a smile to your face
  • Provide backup for other projects; you’re just as happy getting the assist as you are scoring the goal
  • Work with XYTS’s Operations Specialist to ensure our CRM is up to date and billing is accurate; the only thing that makes your heart sing more than precision is accuracy
  • Meet with your Tax Manager weekly to ensure metrics are met or, better yet, exceeded

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 of XY Tax Solutions

Direct reports: Tax Managers and Tax Specialists

Compensation & Benefits:

  • Salary: $58,498
  • 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 degree (or higher) in Accounting, Finance, Taxation, or related field
    • Completion of necessary education hours to be eligible for CPA licensure or Enrolled Agent status
    • 1+ year of experience providing tax planning services or preparing and reviewing client work papers and tax returns
    • Experience using tax preparation software and applications
    • The ability to complete quality work with a high degree of accuracy; you’ve been on the receiving end of too many gold stars to count
    • An appreciation for both team and solo work
    • A knack for learning new software and tools
    • A love of systems and processes; you love them so much that you’ll happily offer your constructive criticism to help make them even better
    • Verbal and written communication skills that are envied by all

    What Would Make Us Drool:

    • Experience with financial services terminology and the fee-for-service model


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