Summary
Location
United States
Type
contract
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About this role
Position: Seasonal Tax Professional (Part-Time, Independent Contractor)
Location: Remote (U.S.-based)
Your Money Line is seeking an experienced, detail-oriented, and empathetic tax-focused financial professional to support participants with basic to moderate tax-related questions. This is a part-time contractor role with flexible hours. It's a good fit for professionals who are energized by meaningful work, enjoy supporting individuals, and can incorporate basic tax education into broader financial wellness conversations.
Engagement Structure
- Type: Independent Contractor (1099)
- Hours: Part-time, as-needed. Anticipated 5–10 hours/week to start. No guaranteed minimum hours.
- Availability: Must respond to assignments within one (1) business day
- Compensation: $40/hour (negotiable based on qualifications)
- Contract Completion: April 15th, 2026
Scope of Work
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
Qualifications
- 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
Professional Requirements
- 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
About Your Money Line
Your Money Line pairs AI-powered software with human expertise to help people across the country gain clarity and confidence with their money. Founded by Peter Dunn (aka Pete the Planner™), YML is a trusted financial wellness benefit for employees in healthcare, education, manufacturing, and more. We believe in meeting participants where they are and supporting them through financial transitions—big and small.
Other facts
About Your Money Line
Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future, and reach their goals. YML makes it easy for employers to offer personalized financial guidance to employees at every stage of life through an all-in-one mobile app, unlimited access to certified financial coaches, and smart, AI-powered tools. Trusted by employers nationwide—from companies to school districts to healthcare systems—Your Money Line is changing the financial lives of hundreds of thousands of households. The company was founded by financial expert and author Peter Dunn (a.k.a. Pete the Planner®).
What you'll do
- The Seasonal Tax Professional will provide licensed tax advice on various complex topics and collaborate with the Financial Guide team on escalated cases. They will also educate participants on tax implications and maintain documentation within Salesforce.
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