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Scope of Work:
- Tax implications of income changes, life transitions, and equity compensation
- Multi-state taxation, self-employment income, estimated payments, and amended returns
- Filing status decisions, deductions/credits eligibility, and retirement contribution impacts
Qualifications:
- 3+ years of 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 language
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.