Tax Planning Associate

My Financial Coach; Arizona; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Medical Insurance

Job summary

My Financial Coach in Phoenix, AZ, is seeking a tax planning coordinator to join the founding team. You will work alongside CFPs to explore tax strategies, run scenarios using Holistiplan, and assist with tax filings in ProConnect.

This full-time role requires 3+ years in tax filing, startup experience, and willingness to commute to our Phoenix office at least four days a week. Base salary ranges from $40,000 to $60,000 with potential company bonuses and benefits.

Qualifications

• 3+ Years of experience working in a tax filing setting
• Experience filing business owner tax returns
• 1 year + experience with Intuit ProConnect
• Experience working in a start-up environment and wearing multiple hats
• Must be able to commute at least 4 times a week to our Phoenix office

Responsibilities

• Coordinate our clients with the tax team to explore different tax strategies
• Run scenarios using the Holistiplan software
• File taxes using Intuit ProConnect
• Be part of the founding team for the tax planning program and help grow it

Tools

Intuit ProConnect

Holistiplan Tax Planning Software

Job description

Job Location: On-site
Job Type: Full-time
Base Salary: $40,000-$60,000 base salary (negotiable based on experience) with the opportunity to earn a company bonus

Featured Benefits

• 401(k)
• Medical Insurance

About The Job

Working alongside a team of CFP®s, you will initially coordinate our clients with our tax team to explore different tax strategies with our clients. You will be expected to run these scenarios using the Holistiplan software as well as filing the taxes using Intuit ProConnect. As you will be part of the founding team for the tax planning side of the company, you will ultimately be responsible for growing the program and building this program together. Highly ambitious and motivated individuals will be heavy considered!

Qualifications

• Experience filing business owner tax returns
• 1 year + Experience with Intuit ProConnect
• Experience working in a start-up environment is highly desired, hopefully wearing multiple hats
• 3+ Years of experience working in a tax filing setting
• Must be able to commute at least 4 times a week to our Phoenix office

Preferred

• PTIN Number
• 1 year + experience with Holistiplan Tax Planning Software
• Bilingual in other languages

Benefits

• $40,000-$60,000 base salary (negotiable based on experience) with the opportunity to earn a company bonus
• Bonuses awarded based on client load
• Earn equity in an early-stage start-up based on customer service metrics
• Opportunity to grow your career in a financial wellness start-up company that wants to see you succeed!
• Mentorship by leaders in the field of financial wellness
• A fully paid company-provided health insurance plan
• Access to a 401(k) plan with potential profit-sharing in the future
• Access to an FSA plan
• PTO/Holiday/Sick days available

Our Mission

We work with individuals by using our comprehensive financial planning and modeling technology paired with a personal CFP® to uncover and fill financial gaps.

About us

Founded in 2018, My Financial Coach has focused on providing financial planning and wellness through the use of technology and financial experts. Our leadership and operations team ranges from world-renowned economists to leading financial planners from famous fintech startups. We hope to shape the financial services industry towards a truly unbiased and unconflicted professional service that can dedicate itself to its clientele. Based out of Phoenix, Arizona, and servicing the whole United States, My Financial Coach planning service is a membership fee-based financial planning company. As such, our coaching model takes into account workplace benefits, business entities set up by our clients, as well as areas that other advisors may not have worked on with their clients.
We look forward to changing the world of financial services one account at a time!