Director of Taxes

Job description

Position: Director of Taxes

  • Hours: Full-time – 40 hours per week, with a flexible schedule

  • Location: Bozeman, MT

  • Start Date: January 15, 2018

  • All applications will be reviewed as they are received

  • Salary:  $72,581

  • Additional Benefits: Health Benefits, 401k match up to 4.5% on 6% contributions, Unlimited Vacation; see our Dream Team Handbook

FA Bean Counters (FABC), an XY Planning Network company, is a bookkeeping and accounting service that works solely with financial advisors. We understand the ins and outs of bookkeeping for a financial advisory practice. FA Bean Counters was created to take a very important, non-revenue generating activity off small business owners’ plates, allowing owners to focus on what they do best: working with clients.

As a member of the FABC team, you will assist clients with tax services including client assistance, tax preparation, research, and compliance. You will be responsible for tax return preparation of individual, corporate, partnership, and other entity returns with minimal supervision and will be responsible for resolving most tax issues.


Required Qualifications and Skills

  • CPA

  • 5+ years of tax experience in public accounting, or related field

  • Strong communication skills

  • Ability to work both collaboratively with teammates and independently with little supervision

  • Lacerte tax software or equivalent experience

What Would Make Us Drool 

  • Experience in the finance industry 

  • Proficiency in QuickBooks Online

How to Apply

Please submit cover letter and resume at


XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.