Your Money Line

Seasonal Tax Professional

Your Money Line

contract

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $40 per hour

About the role

  • Provide direct, licensed tax advice to participants on complex topics, including: Tax implications of income changes, life transitions (e.g. marriage, divorce, relocation), and equity compensation
  • Multi-state taxation, self-employment income, estimated payments, and amended returns
  • Filing status decisions, deductions/credits eligibility, and retirement contribution impacts
  • Collaborate with the Financial Guide team by handling escalated cases that exceed coaching and education scope
  • Educate participants using clear, jargon-free explanations of IRS guidelines and implications
  • Maintain accurate and timely documentation within Salesforce and align with internal case protocols
  • Support seasonal participant needs during tax season and contribute to internal tax education efforts
  • Assist in the development of participant-facing tax resources, FAQs, and training

Requirements

  • 3+ years of professional experience in tax preparation, planning, or education
  • Current CPA, EA, or active PTIN required
  • Strong communication skills with the ability to explain tax topics in accessible, jargon-free language
  • Demonstrated understanding of financial wellness and behavioral finance principles
  • Comfort with digital tools and documentation (e.g., Salesforce, email follow-up templates)
  • Experience in both working independently and within collaborative teams
  • Bonus: AFC®, CFP®, or experience in a financial wellness or coaching environment
  • Must carry professional liability insurance
  • Must comply with IRS requirements to maintain licensure
  • Responsible for own tax filings and business setup as a 1099 contractor
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax preparationtax planningmulti-state taxationself-employment incomeestimated paymentsamended returnsfiling status decisionsdeductions eligibilitycredits eligibilityretirement contributions
Soft Skills
strong communication skillscollaborationeducational skillsclear explanationsjargon-free communicationindependent workteamworkproblem-solvingcustomer serviceadaptability
Certifications
CPAEAPTINAFC®CFP®