Tax Planning Associate - Join a CFP-Led FinTech Team

My Financial Coach (MFC); Phoenix (AZ); On-site; USD 24,000 - 32,000; Part time

Job summary

My Financial Coach (MFC), based in Phoenix, AZ, seeks a contractor to join our founding team alongside CFPs and tax professionals. You will help ensure accurate tax filings from 1040s to K-1s and discuss tax planning with Holistiplan and ProSystemFX.

The role offers a $2,500 monthly retainer (paid on the 15th and month-end) plus $100 per completed filing, with potential for a full-time leadership position. One in-office day per week is preferred.

Qualifications

• 2 years of experience with ProSystemFX Tax Software
• 2 years of experience with Holistiplan Tax Planning Software
• Basic computer skills with a laptop
• Experience with filing business tax returns as well as personal tax returns
• Experience with itemized deductions

Responsibilities

• Filing and/or review of all client tax returns
• Answer emails and inquiries from clients related to tax filing situations
• Quarterly meetings with Enpo to discuss potential for a full-time role
• One in-office workday per week preferred but not required

Skills

ProSystemFX Tax

Holistiplan

Google Workspace

Tax filing

Job description

My Financial Coach (MFC), based in Phoenix, AZ, seeks a contractor to join our founding team alongside CFPs and tax professionals. You will help ensure accurate tax filings from 1040s to K-1s and discuss tax planning with Holistiplan and ProSystemFX.

The role offers a $2,500 monthly retainer (paid on the 15th and month-end) plus $100 per completed filing, with potential for a full-time leadership position. One in-office day per week is preferred.