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Job Description

Company Overview

XY Planning Network (XYPN) is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have earned accolades in 2018, 2019, and 2020 as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry for the better.


About XYTS

XY Tax Solutions (XYTS) is different from your traditional CPA firm. Where CPA firms usually provide accounting/tax services to clients in their immediate area, we operate under our parent company, XY Planning Network (XYPN), which currently serves over 1500 fee-only financial advisors all across the country. XYPN offers a virtual community for new and established financial advisors who want to serve a younger clientele (Gen X and Gen Y) and provide its members with compliance services, business tools, and other service lines. 

 How does XYTS fit in? We offer outsourced tax services to the members of XY Planning Network, who in turn offer these services to their clients. This means we work with both the financial advisor and their client throughout the tax season to prepare their tax returns as well as identify areas of opportunity for tax savings. By taking the stress of filing taxes off of the client, we allow both the advisor and the client to focus on their relationship/financial goals, which ultimately helps the clients - to live their best lives.


About the Position

As a Tax Intern for XY Tax Solutions (XYTS), you will support our team of tax professionals as they serve financial advisors across the country. XYTS is different from traditional CPA firms in terms of who we serve and how we serve them. We leverage our connections with over 1,500 financial advisors and their clients to grow our business. You will report directly to our Tax Manager, who in turn reports to our Senior Tax Managers. This ensures that we are meeting or exceeding our tax preparation and planning goals by holding everyone accountable. This position has the potential to transition into a full-time role as a Tax Specialist upon graduation.


What you’ll be doing 

  • Prepare various federal and state tax returns for individuals and entities for review by the Tax Manager
  • Develop an understanding of tax laws and regulations
  • Prepare, file, and organize tax work papers
  • Respond to client and team requests in a timely, accurate, positive, and professional manner
  • Support the Operations Specialist to ensure appropriate records are maintained
  • Report to the Tax Manager weekly to touch base on projects


The Deets: 
Status: Seasonal (15-20 hours/week)
Location: Bozeman, MT and/or remote
Exempt Status: Non-exempt
Direct Reports: no
Department: XY Tax Solutions
Reports to: Tax Manager

 

Compensation & Benefits

  • Salary: $20/hr
  • Company-owned laptop computer provided
  • Flexible schedule
  • Employee Assistance Program
  • $600/year to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
  • $250 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.

 

What you’ll bring to the table

  • Authorized to live and work in the United States
  • Pursuing a Bachelor's degree in Accounting, Finance, Taxation, or related field
  • Working toward completion of necessary education hours to be eligible for CPA licensure or Enrolled Agent status
  • Outstanding academic performance, with a GPA of 3.2 or above preferred
  • Ability to prioritize work, follow through on requests, take initiative and meet deadlines
  • Work both collaboratively with teams as well as independently
  • Understand and effectively use current tax and accounting software applications
  • Work with existing processes/systems while making constructive suggestions for improvements
  • Strong verbal and written communication skills

 

What Would Make Us Drool

  • An understanding of financial sector terminology and the fee-for-service model
  • Relevant internship, work experience, and/or involvement with a professional organization

XY Planning Network believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer. 

Company Overview

  • Website xyplanningnetwork.com
  • Headquarters BOZEMAN, MT
  • Size 100 - 200
  • Founded 2014
  • Type
  • CEO MICHAEL KITCES
  • Revenue <$5M
  • Industry Software & Networking
  • About xy planning network