Position: Tax Specialist / CPA (NEW POSITION)
# of Positions to be filled: 3
Start Date: Immediate
Status: Full-time (Regular - Exempt)
Hours: 40-45 hours per week w/flexible schedule
Location: Bozeman, MT
Direct Reports: None
Reports to: Managing Director of Tax Solutions
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, 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 recently earned accolades 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.
We are in search of 3 tax professionals to join our new Tax Solutions service line. As a Tax Specialist / CPA, you will be working directly with financial advisors and their clients in tax services; including tax preparation, planning, research, and compliance. You will primarily be responsible for tax return preparation of individual, corporate, partnership, and other entity returns. There will also be opportunities for future advancement, as you grow into this position and assist with the launching of our new service line.
Compensation & Benefits:
Company will pay for Continuing Professional Education (CPE)
Salary: $55,000 - $70,000 / year, dependent on experience
Relocation assistance available, if applicable
401K (4.5% match on 6% contribution)
Health insurance w/employer contribution
8 paid holidays
Open vacation policy (Required to take a minimum of 3 weeks per year)
Please see our Dream Team Handbook to learn more about our company and benefit offerings