Seasonal Tax Professional
About the position
Your Money Line is seeking an experienced, detail-oriented, and empathetic tax-focused financial professional to support participants with basic to moderate tax-related questions. This is a part-time contractor role with flexible hours. It's a good fit for professionals who are energized by meaningful work, enjoy supporting individuals, and can incorporate basic tax education into broader financial wellness conversations.
Responsibilities
• Provide direct, licensed tax advice to participants on complex topics, including:
• Tax implications of income changes, life transitions (e.g. marriage, divorce, relocation), and equity compensation
• Multi-state taxation, self-employment income, estimated payments, and amended returns
• Filing status decisions, deductions/credits eligibility, and retirement contribution impacts
• Collaborate with the Financial Guide team by handling escalated cases that exceed coaching and education scope
• Educate participants using clear, jargon-free explanations of IRS guidelines and implications
• Maintain accurate and timely documentation within Salesforce and align with internal case protocols
• Support seasonal participant needs during tax season and contribute to internal tax education efforts
• Assist in the development of participant-facing tax resources, FAQs, and training
Requirements
• 3+ years of professional experience in tax preparation, planning, or education
• Current CPA, EA, or active PTIN required
• Strong communication skills with the ability to explain tax topics in accessible, jargon-free language
• Demonstrated understanding of financial wellness and behavioral finance principles
• Comfort with digital tools and documentation (e.g., Salesforce, email follow-up templates)
• Experience in both working independently and within collaborative teams
• Must carry professional liability insurance
• Must comply with IRS requirements to maintain licensure
• Responsible for own tax filings and business setup as a 1099 contractor
Nice-to-haves
• AFC®, CFP®, or experience in a financial wellness or coaching environment
Apply Now
Apply Now
Your Money Line is seeking an experienced, detail-oriented, and empathetic tax-focused financial professional to support participants with basic to moderate tax-related questions. This is a part-time contractor role with flexible hours. It's a good fit for professionals who are energized by meaningful work, enjoy supporting individuals, and can incorporate basic tax education into broader financial wellness conversations.
Responsibilities
• Provide direct, licensed tax advice to participants on complex topics, including:
• Tax implications of income changes, life transitions (e.g. marriage, divorce, relocation), and equity compensation
• Multi-state taxation, self-employment income, estimated payments, and amended returns
• Filing status decisions, deductions/credits eligibility, and retirement contribution impacts
• Collaborate with the Financial Guide team by handling escalated cases that exceed coaching and education scope
• Educate participants using clear, jargon-free explanations of IRS guidelines and implications
• Maintain accurate and timely documentation within Salesforce and align with internal case protocols
• Support seasonal participant needs during tax season and contribute to internal tax education efforts
• Assist in the development of participant-facing tax resources, FAQs, and training
Requirements
• 3+ years of professional experience in tax preparation, planning, or education
• Current CPA, EA, or active PTIN required
• Strong communication skills with the ability to explain tax topics in accessible, jargon-free language
• Demonstrated understanding of financial wellness and behavioral finance principles
• Comfort with digital tools and documentation (e.g., Salesforce, email follow-up templates)
• Experience in both working independently and within collaborative teams
• Must carry professional liability insurance
• Must comply with IRS requirements to maintain licensure
• Responsible for own tax filings and business setup as a 1099 contractor
Nice-to-haves
• AFC®, CFP®, or experience in a financial wellness or coaching environment
Apply Now
Apply Now