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.