Your Money Line · 1 week ago
Seasonal Tax Professional
United States
Full-time
Remote
Mid Level
$40/hr - $40/hr
3+ years expYour 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 part-time contractor role involves providing direct tax advice and educating participants about IRS guidelines while collaborating with the Financial Guide team. The position offers flexible hours and is designed for professionals who are passionate about financial wellness.
ConsultingFinancial ServicesFinTechHuman ResourcesProfessional Services
Responsibilities
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
Qualification
Required
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
Preferred
Bonus: AFC®, CFP®, or experience in a financial wellness or coaching environment
Company
Your Money Line
Your Money Line is a financial wellness company that provides custom financial paths, expert guides, and human resource benefits.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$7.33MKey Investors
Allos Ventures
2024-08-16Series A· $4.5M
2022-09-06Series Unknown· $2.83M
Leadership Team
Peter Dunn
Chief Executive Officer
Recent News
2025-08-21
Company data provided by crunchbase