Your Money Line is looking for a Seasonal Tax Professional to provide direct, licensed tax advice and education to participants on a range of tax topics. This part-time, remote independent contractor role offers flexible hours and supports our mission of providing accessible financial wellness education through clear, jargon-free guidance.
What You'll Do
- Provide direct, licensed tax advice to participants on complex topics including tax implications of income changes, life transitions, equity compensation, multi-state taxation, self-employment income, estimated payments, and amended returns.
- 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.
What We're Looking For
- 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.
- 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.
Nice to Have
- AFC®, CFP®, or experience in a financial wellness or coaching environment.
Technical Stack
- Salesforce
Team & Environment
You will collaborate with the Financial Guide team to provide integrated support, handling tax-specific escalations that complement broader financial wellness conversations.
Work Mode
This is a fully remote, U.S.-based independent contractor position with flexible hours.
