Vice President of Accounting Services, Bozeman

$142,000 yearly
  • XY Planning Network, LLC
  • Bozeman, MT, USA
  • Nov 07, 2021
Full time Accounting and Bookkeeping Jobs Executive Professional Services

Job Description

Visionary. Dynamic. Passionate. We’re willing to bet these words describe you to a T! Add in “motivated leader” and “proactive supporter” to the skill set mix, and voilà! You’re the perfect combination of sugar and spice that we’re eagerly searching for in our new Vice President of Accounting Services. Your enthusiasm for creating new businesses is uncontainable, and you’ve got that uncanny knack for seeing around corners (that aren’t even there). But what really gets you up and going every morning is your unparalleled passion for contributing to XYPN’s cause of supporting financial planners who are the guiding lights for the next generation of investors. You seek out innovative ways to get today’s business done while also envisioning all of the possibilities that tomorrow will bring.

As the VP (or perhaps VIP would be more accurate!) of XYPN’s two accounting service lines (XYBC and XYTS), you’ll be leading the charge for a high-growth team of powerful superheroes who are doing it all, having it all, and owning it all- starting from the beginning with tax prep and customized tax planning to our members’ clients, to stellar bookkeeping and accounting services that’s not only cost-effective, but so efficient that the books are almost done before they even get to us. Oh, and did we mention that these services are provided across the entire USA?

On top of that, did you know that it’s totally possible to have fun at work? We WANT you to bring the fun for your team each and every day! As a VP, you’re not just a leader; you’re the head cheerleader! You’re the Energizer Bunny for your team with how much contagious enthusiasm and energy you have that you just can’t seem to bottle up (and we don’t want you to, by the way).

As a mentor, no one can surpass you. You know your team’s world, and you know the world to come. You’ll have days when you’ll wear your running shoes in the morning, your cape over lunch, and your goggles of the future for the afternoon; but, that’s what you crave and hope for so that you’ll end each day ready for the next. This position fits you like a glove because you know what accounting and tax professionals do, what clients expect of them, and how to operate organizations.

What You’ll Be Doing:

  • Set the strategic vision of these service lines, developing comprehensive goals for performance, and helping the teams achieve or exceed established objectives.
  • In conjunction with the Service Line Directors, identify opportunities for growth.
  • Lead the service lines to build and publish operating procedures to help scale the businesses for the long-term.
  • Assist in attracting, developing, and retaining a team of high-performing accounting and tax professionals.
  • Mentor Service Line Directors in overseeing daily operations and implementing our EOS tools to ensure the organization is consistently "rowing" together in the same direction.
  • Lead the Service Line Directors in periodic review of what’s working and what’s not working; help them institute change when required.
  • Collaborate with the Chief Revenue Officer in developing broad goals for performance and growth strategies.
  • When required, assist in marketing and selling the XYTS & XYBC service lines to XYPN members and non-members.
  • Be a cheerleader for the service lines by knowing when to celebrate, when to set expectations, when to hold team members accountable, and when to utilize effective conflict resolution skills.
  • Identify opportunities for capital improvements across the organization (improve revenue, increase margin, reduce cost, and increase profitability) with increased efficiency.
  • Lead, manage, and hold direct reports accountable for achieving agreed-upon commitments.
  • Help lead and mentor the cultivation and management of healthy relationships with the service lines’ business partners and vendors.
  • Consistently demonstrate a passion for values alignment, focus, simplicity, and clarity across the organization.

The Deets:

Start Date: Immediate

Status: Full-time (Regular - Exempt)

Hours: 40-45 hours per week with w/ flexible schedule

Location: Bozeman, MT or Minneapolis, MN

Reports to: Chief Revenue Officer (CRO)

Supervisory Responsibilities: Yes

Compensation & Benefits:

  • Salary: $142,000 
  • Equity Program : All team members at XYPN are owners! We annually contribute an equivalent of 8% of your compensation into our ESOP as part your benefit
  • Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
  • 9 paid holidays when the office is closed
  • 401(k) with match; you put in 6% and we put in 4.5%
  • 12 weeks of paid maternity/paternity leave for the birth or adoption of a child
  • Health insurance w/employer contribution
  • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
  • Employer paid Life and AD&D insurance
  • Employer paid Long Term Disability coverage
  • $600/year to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee
  • $250/quarter to spend on yourself specific to our core value of “Be Well Being You”
  • $500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
  • $2,000/year available in Professional Development Funds
  • A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
  • Subsidized employer-sponsored childcare through our internal child care program
  • $5,000 relocation package available to those moving to Bozeman, MT
  • Company-owned laptop computer provided
  • Please see our Policies and Procedures Manual to learn more about our company and benefit offerings


What You’ll Bring to the Table

  • Legally authorized to live and work in the United States
  • 10+  years as a leader in an accounting, tax, or finance organization with operational responsibility for accounting or tax departments
  • BBA/BA/BS or similar degree in an applicable field or relevant experience
  • Proven results as a team leader
  • Working knowledge of data analysis and performance/operation metrics and experience in implementing KPI capture and reporting
  • Experience leading high-growth teams
  • A demonstrated execution mindset, and a record of success holding people accountable
  • Experience creating a healthy organizational culture
  • Excellent interpersonal communication skills

What Would Make Us Drool

  • 5 -7 years experience in a major tax or accounting firm, with a realization you are an entrepreneur at heart
  • Experience building a service organization from scratch


  • Cover Letter
  • Resume
  • Applications will be reviewed as they are received

XY Planning Network believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.