Who We Are:
Holistiplan is a fast-growing, fast-paced company within the Financial Technology
(FinTech) sector. With more than 40,000 users, our award-winning software allows financial planners
to turn their client’s tax returns into a customized tax report within seconds. We believe it’s the future of
tax planning, and the nearly six thousand financial planning firms we’ve added as subscribers in our
first four years seem to agree. Holistiplan has been voted the #1 tax planning software in the 2021,
2022, 2023, and 2025 Kitces Report Studies and the #1 tax planning software for 5 consecutive years
in the T3 / Inside Information Software Surveys.

Who we’re looking for:
We’re looking for someone awesome to add to our fun, positive, and hardworking team. More
specifically, we’re looking for a team player to join our existing Senior Support Specialists to
address complex user issues requiring more in-depth tax and product knowledge.
This person will be as passionate as we are about delighting our future and current customers and
helping us maintain the high level of service that our users have come to expect. If you are an
excellent verbal and written communicator, critical thinker, and problem solver, this might be the
ideal role for you.

We’re especially interested in finding someone with a flair for finding creative solutions instead of
just following a script. Ideally, this individual will either have or will be working toward the CFP®,
CPA, or EA designations, along with an interest in technology. Since the position will involve
communication with financial advisors, advisory experience is required. SaaS or FinTech
experience (particularly previous experience with Holistiplan) is preferred, but not required. In
addition to strong organization skills, attention to detail, and time management, our ideal candidate
will be a lifelong learner with an interest in becoming knowledgeable and proficient in our industry
niche.

Key Tasks & Responsibilities:
● Developing extensive knowledge of the Holistiplan Tax Report, Scenario Analysis, Roth
Projection, and Property & Casualty Report tools, as well as ancillary tools related to
reporting and project staging

● Answering user inquiries as to how to interpret elements of the Tax Report, appropriately
model scenarios in Scenario Analysis, understand Range Calc, model Roth conversion
projections, and other software usability issues
● Conducting 1:1 Zoom sessions with Premium subscribers to go more in-depth with
questions not adequately solved via email or chat
● Creating content in our Knowledge Base to serve as documentation for processes and
program features
● Presenting webinars to help educate users on various elements of the program
● Identifying new and/or improved ways to better communicate the features of the program to
our users
● Staying up to date with tax code changes to help the product team with future
developments and enhancements, as well as serving as a Subject Matter Expert during
product testing
● Identifying and solving issues related to tax returns that have failed the Optical Character
Recognition (OCR) process and the first attempt at data entry, should that team need extra
help during periods of high volume
● Communicating with the OCR/data entry team as to the nature of any identified issues to
help them address similar issues in the future

Benefits:
● Competitive Compensation
● 401(k) matching
● Health insurance (Medical/Dental/Vision)
● Unlimited PTO with a team that uses and encourages time off
● Schedule: Monday to Friday 8-5 Central Time
● Work Location: Remote (US only)
● Monthly Wellness & Office Space Reimbursements

Cover letter and resume can be sent to careers@holistiplan.com