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.