Tax Preparer - Part Time Contract (Hybrid)

My Financial Coach (MFC); Phoenix (AZ); On-site; USD 25,000 - 50,000; Part time

Job summary

My Financial Coach, based in Phoenix, Arizona, is seeking a contractor to join the founding team and support tax filing for clients.

You will work with CFPs and tax professionals to file and review 1040s, K-1s, and related forms, respond to client inquiries, and participate in quarterly reviews for a possible full-time role.

Qualifications

• 2 years of experience with CCH: ProSystemFX Tax Software.
• Experience with filing business tax returns as well as personal tax returns.
• Experience with itemized deductions.

Responsibilities

• 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.

Skills

2 years with CCH: ProSystemFX Tax

Education

CPA designation or EA designation

Tools

CCH: ProSystemFX Tax Software

Holistiplan

Google Workspace

Job description

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!

The Role:

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

Minimum Experience level:

• 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

Preference will be given to candidates with:

• 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