Tax Preparer - Contract (Hybrid)

My Financial Coach; Phoenix, Northern (AZ, KY); Hybrid; USD 28,000 - 50,000; Part time

Job summary

My Financial Coach is building a team in Phoenix to support CFPs and tax professionals. This contractor role leads toward a full-time future with opportunities for advancement.

The work focuses on preparing and reviewing tax returns from 1040s to K-1s while coordinating with the team and clients. Strong candidates have tax software experience, are willing to commute to the Phoenix office weekly, and bring solid document handling skills.

Qualifications

• 3+ years of work experience with Tax Forms.
• 2 years of experience with CCH: ProSystemFX Tax Software.
• Ability to commute to Phoenix Office once a week.
• 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 about tax filings.
• One in-office workday per week (subject to holidays, COO discretion).
• Quarterly meetings with Enpo to discuss potential full-time role.

Skills

Tax forms

ProSystemFX Tax

Commute to Phoenix

Basic computer skills

Business & personal returns

Itemized deductions

Tools

CCH: ProSystemFX Tax Software

Holistiplan

Google Workspace

Job description

Working alongside a team of CFP®s and tax professionals, you will help make sure that we are crossing our T’s and dotting our I’s from 1040s to K1s and beyond! This role is meant to lead to a full‑time role and eventual leadership roles.

Contractor Role:

$2,500 a month retainer paid on the 15th and the end of the month (subject to holidays and/or weekend restrictions)

+ $100 per completed filing per client (paid on a bi‑monthly basis)

Contract Responsibilities:

• One in-office workday a week (subject to holidays or personal request days and at the discretion of the Chief Operating Officer)
• Filing and/or review of all MFC client tax returns
• Ability to answer emails and/or inquiries from clients based on any concerns arising from the client tax filing situations.
• Quarterly meetings with Enpo to go over the potential for a full‑time role based on desire or capacity needs

Qualifications:

• 3+ years of work experience with Tax Forms
• 2 years of experience with CCH: ProSystemFX Tax Software
• Ability to commute to Phoenix Office once a week
• Basic computer skills with a laptop
• Experience with filing business tax returns as well as personal tax returns
• Experience with itemized deductions

Preferred:

• 5 + years of experience with CCH: ProSystemFX Tax Software
• CPA designation or EA designation
• Experience using or reading Holistiplan software
• Experience with Google Workspace Software

We will review this contract on an annual basis starting on the start date of the contract to make any changes necessary. However, based on our operational need and joint agreement, we can make changes to the specifications of the contract via addendum or operational processes and the exploration of a new and full‑time contract

Are you a motivated individual looking to be a part of the founding team of a fast‑growing financial wellness and planning company? Do you enjoy working with medical professionals on an individual basis to educate them on how unbiased and unconflicted financial planning can help them achieve their goals? Are you looking to expand your tax planning background with a group of dedicated CFP®s?

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’s 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!