Tax Planning Associate
Job Location: On-site
Job Type: Full-time
Base Salary: $40,000-$60,000 base salary (negotiable based on experience) with the opportunity to earn a company bonus
Featured Benefits:
About The Job:
Working alongside a team of CFP®s, you will initially coordinate our clients with our tax team to explore different tax strategies with our clients. You will be expected to run these scenarios using the Holistiplan software as well as filing the taxes using Intuit ProConnect. As you will be part of the founding team for the tax planning side of the company, you will ultimately be responsible for growing the program and building this program together. Highly ambitious and motivated individuals will be heavy considered!
Qualifications:
Preferred:
PTIN Number
1 year + experience with Holistiplan Tax Planning Software
Bilingual in other languages
Benefits:
$40,000-$60,000 base salary (negotiable based on experience) with the opportunity to earn a company bonus
Bonuses awarded based on client load
Earn equity in an early-stage start-up based on customer service metrics
Opportunity to grow your career in a financial wellness start-up company that wants to see you succeed!
Mentorship by leaders in the field of financial wellness
A fully paid company-provided health insurance plan
Access to a 401(k) plan with potential profit-sharing in the future
Access to an FSA plan
PTO/Holiday/Sick days available
My Financial Coach, LLC. IS AN EQUAL OPPORTUNITY EMPLOYER
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!