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Seasonal Tax Professional - Remote

Posted Yesterday
Finance / Legal
Part Time
USA
$40/hour

Overview

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, ideal for professionals who enjoy meaningful work and supporting individuals.

In Short

  • Position: Seasonal Tax Professional (Part-Time, Independent Contractor)
  • Location: Remote (U.S.-based)
  • Engagement Type: Independent Contractor (1099)
  • Hours: Part-time, as-needed (5-10 hours/week)
  • Compensation: $40/hour (negotiable based on qualifications)
  • Contract Completion: April 15th, 2026
  • Provide direct, licensed tax advice on complex topics
  • Educate participants using clear, jargon-free explanations
  • Maintain accurate documentation within Salesforce
  • Support seasonal participant needs during tax season

Requirements

  • 3+ years of professional experience in tax preparation, planning, or education
  • Current CPA, EA, or active PTIN required
  • Strong communication skills
  • Understanding of financial wellness and behavioral finance principles
  • Comfort with digital tools (e.g., Salesforce)
  • Experience working independently and collaboratively
  • Bonus: AFC®, CFP®, or experience in a financial wellness environment

Benefits

  • Flexible hours
  • Opportunity to support individuals in need
  • Engagement in meaningful work
  • Remote work opportunity
  • Professional development in financial wellness
Your Money Line logo

Your Money Line

Your Money Line is a forward-thinking company dedicated to enhancing financial wellness for American workers. By combining AI-powered software with compassionate human coaching, YML aims to alleviate the stress associated with financial challenges, helping individuals achieve stability and confidence in their financial lives. The company serves a diverse clientele, including teachers and nurses, and focuses on improving employee wellness, retention, and engagement through its innovative financial wellness benefits. Recognized as a 'Best Place to Work in Indiana' for multiple years, Your Money Line fosters a collaborative and dynamic work environment, emphasizing the importance of client success and satisfaction.

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