Seasonal Tax Professional, Your Money Line
Part-Time, Independent Contractor
$40.00 USD per hour
Financial wellness platform
Be an early applicant
Financial wellness platform
21-100 employees
Be an early applicant
$40.00 USD per hour
21-100 employees
Company mission
To create financial stability and confidence for all.
Role
Who you are
- It's a good fit for professionals who are energized by meaningful work, enjoy supporting individuals, and can incorporate basic tax education into broader financial wellness conversations
- 3+ years of professional 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, jargon-free language
- Demonstrated understanding of financial wellness and behavioral finance principles
- Comfort with digital tools and documentation (e.g., Salesforce, email follow-up templates)
- Experience in both working independently and within collaborative teams
- Bonus: AFC®, CFP®, or experience in a financial wellness or coaching environment
- Must carry professional liability insurance
- Must comply with IRS requirements to maintain licensure
- Responsible for own tax filings and business setup as a 1099 contractor
What the job involves
- 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. Anticipated 5–10 hours/week to start. No guaranteed minimum hours
- Availability: Must respond to assignments within one (1) business day
- Provide direct, licensed tax advice to participants on complex topics, including:
- Tax implications of income changes, life transitions (e.g. marriage, divorce, relocation), and equity compensation
- Multi-state taxation, self-employment income, estimated payments, and amended returns
- Filing status decisions, deductions/credits eligibility, and retirement contribution impacts
- Collaborate with the Financial Guide team by handling escalated cases that exceed coaching and education scope
- Educate participants using clear, jargon-free explanations of IRS guidelines and implications
- Maintain accurate and timely documentation within Salesforce and align with internal case protocols
- Support seasonal participant needs during tax season and contribute to internal tax education efforts
- Assist in the development of participant-facing tax resources, FAQs, and training
Application process
- Contract Completion: April 15th, 2026
Our take
Your Money Line provides employee financial wellness solutions, designed to help users improve their financial stability and confidence. The company combines AI-driven financial tools with personalized coaching, offering a unique approach to financial guidance.
The core focus of the platform is making financial wellness accessible and easy to navigate. Its services help users tackle common financial issues such as debt management, budgeting and saving. With thousands of employees benefiting from its offerings, the company has earned widespread praise for its ability to create meaningful financial improvements to users' lives.
This hasn't gone unnoticed by investors, with the company recently securing substantial funding. The investment will be used to enhance the platform's capabilities as well as expand its reach and effectiveness. On an upward trajectory, the company will continue providing innovative financial wellness solutions.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Aug 2024
$4.5m
SERIES A
Aug 2022
$2.8m
SEED
Total funding: $7.3m
Company benefits
- Medical insurance & HSA
- Elective dental & vision insurance
- 401k & company match
- Employer paid life insurance
- 20 days of paid time off annually
- 10 paid & 2 flex holidays
- Unlimited paid wellness days
- Paid parental & adoption leave
- Paid volunteer time off
- Hybrid office model in Indy
- Monthly tech stipend
- Access to Your Money Line
Company HQ
Nora / Far Northside, Indianapolis, IN
Leadership
Peter Dunn
(CEO)With a background in Finance, they are a Columnist for USA TODAY and the Indy Star. Has also authored ten books, and hosts 'The Pete the Planner Show' on 93 WIBC FM.
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