Tax Planning Associate - Join a CFP-Led FinTech Team

Tax Planning Associate - Join a CFP-Led FinTech Team

my financial coach mfcPhoenix, AZ

8 days ago

$2,500 monthly

Tax PreparersAccountants and AuditorsPersonal Financial Advisors
Tax Preparation ServicesOther Accounting ServicesOffices of Certified Public Accountants
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My Financial Coach (MFC), based in Phoenix, AZ, seeks a contractor to join our founding team alongside CFPs and tax professionals. You will help ensure accurate tax filings from 1040s to K-1s and discuss tax planning with Holistiplan and Pro SystemFX. The role offers a $2,500 monthly retainer (paid on the 15th and month-end) plus $100 per completed filing, with potential for a full-time leadership position. One in-office day per week is preferred.

Also on the board Same function, level within a rung

Level

Senior

Salary

$2,500 monthly

Location

Phoenix, AZ

Occupation

Tax Preparers

Industry

Tax Preparation Services

Posted

8 days ago

Apply for this role →