Tax Specialist / CPA

Job description

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


XYPN 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, 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.

Job Description:

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.

Primary Responsibilities:

  • Provide tax planning guidance to clients and identify planning opportunities
  • Prepare accurate tax projections and calculate estimated taxes
  • Compile all tax related documents and prepare complete and accurate federal and state tax returns
  • Perform technical research on tax related issues that arise
  • Assist clients with IRS and State tax notices and provide audit support
  • Assist with all other tax related projects
  • Communicate effectively with clients in a timely and professional manner
  • Track time and maintain appropriate records


Required Qualifications:

  • Authorized to live and work in the United States
  • Bachelor’s degree in accounting or an equivalent combination of education and experience
  • CPA or EA with 2+ years of tax experience in public accounting or related field
  • Lacerte tax software or equivalent experience
  • Proficiency in QuickBooks preferred
  • Ability to work both collaboratively with teams as well as independently
  • Excellent verbal and written communication skills
  • Ability to monitor deadlines and balance many projects simultaneously

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


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