Tax Specialist

Job description

Company Overview:

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 XYTS:

XY Tax Solutions (XYTS) is different from your traditional CPA firm. Where CPA firms usually provide accounting/tax services to clients in their immediate area, we operate under our parent company, XY Planning Network (XYPN), which currently serves over 1500 fee-only financial advisors all across the country. XYPN offers a virtual community for new and established financial advisors who want to serve a younger clientele (Gen X and Gen Y) and provide its members with compliance services, business tools, and other service lines.

How does XYTS fit in? We offer outsourced tax services to the members of XY Planning Network, who in turn offer these services to their clients. This means we work with both the financial advisor and their client throughout the tax season to prepare their tax returns as well as identify areas of opportunity for tax savings. By taking the stress of filing taxes off of the client, we allow both the advisor and the client to focus on their relationship/financial goals, which ultimately helps the clients - to live their best lives.

About the Position

As a Tax Specialist, you will work closely with the XY Tax Solutions (XYTS) team to deliver tax returns and tax planning to XYPN advisors and their clients. You’ll support the team by organizing tax documents, creating workpapers, and preparing tax returns. You will be relied upon for accurate research to 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 Be Doing:

  • Prepare 250+ tax returns for individuals, trusts, and businesses for review

  • Assist managers and directors with tax planning engagements; you’re just as happy getting the assist as you are scoring the goal

  • Communicate effectively with clients in a way that is timely, professional, and on-brand

  • Work with advisors and their clients to gather necessary information for completion of required documents

  • Meet with your manager weekly to ensure metrics are met (or better yet, exceeded!)

  • Work with our Operations Specialist(s) to ensure our CRM (Canopy) and tax preparation software (UltraTax) is up-to-date

  • Author 2 technical tax blogs per year to share with current and prospective advisors

  • Be the support system to our tax interns to field questions and provide guidance as needed

  • Assist with hiring team members into the department including interns, accountants, and operations staff

  • Collaborate with the Senior Director of XYTS and the team to set quarterly goals and accomplish them

The Deets:

Start Date: November 1, 2021

Status: Full-time (40-45 hours per week w/ flexible schedule off season, 55 hours per week in season)

Location: Bozeman, MT

Team: XY Tax Solutions

Reports to: Senior Manager of XYTS

Direct Reports: None

Compensation & Benefits:

  • Salary: $56,709 - $60,253 DOE
  • Equity Program : All team members at XYPN are owners! We annually contribute an equivalent of 8% of your compensation into our ESOP as part your benefit
  • 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

  • Legally 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

  • 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

  • An understanding of financial services terminology and the fee-for-service model


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

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.