XY Planning Network, LLC

XY Planning Network (XYPN) is the leading organization of fee-only financial advisors who specialize in serving Gen X and Gen Y clients. The mission of the Network is to serve those advisors by helping them start, run, and grow RIAs focusing on the next generation of clients. 

Company Benefits & Perks:

  • Relaxed dress code
  • Autonomy to own your schedule
  • Workplace diversity
  • Paid time off
  • Laptop
  • 401K
  • Early out Fridays

Family-Friendly Benefits & Perks:

  • Paid maternity leave
  • Paid paternity leave
  • Returnships offered
$72,581 yearly
XY Planning Network, LLC Bozeman, MT, USA
Dec 27, 2018
Full time
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  https://fabeancounters.recruitee.com/   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.
$40,000 yearly
XY Planning Network, LLC Bozeman, MT, USA
Dec 27, 2018
Full time
Job Description:  As our Administrative Assistant, you will provide support to the operations and executive leadership teams at XY Planning Network. This position will be responsible for being the friendly face that greets visitors, helps ensure the office is run smoothly, and will assist the operations team with reconciling the finances of the company. Responsibilities: Greet and check in visitors to the office Help build and maintain company culture through event planning Ensure team members follow check in & check out policies when entering or leaving the office Collect receipts from team members and input data into company books Assist executive team (Alan - CEO, Raul - COO and Michael - Co-Founder) with travel arrangements, scheduling meetings, etc. Maintain and operate printer and scanner Monitor and order paper goods for the office Set up conference rooms for meetings and events Coordinate with janitorial services to keep office clean Assist our child care specialist with our daycare center 3-5 hours/week This will include working with the children while the child care specialist eats lunch, and regularly schedule intervals for them to perform administrative work Required Qualifications: High school diploma or GED Strong communication skills Attention to detail Ability to manage varying tasks Willingness to do what it takes to keep the office running smoothly Willingness to get CPR certified to work in day care center What would make us drool: Experience as an administrative assistant Comfortable with technology and learning new tools Experience with Quickbooks or other bookkeeping software Compensation & Benefits: Salary: $40,000 401K (4.5% match on 6% contribution) Paid health insurance  8 paid holidays Open vacation policy (Required to take a minimum of 3 weeks per year) Please see our Dream Team Handbook for a full list of benefits Please submit your cover letter, resume, and three references via XYPN's career site:  http://careers.xyplanningnetwork.com