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Facet · 1 month ago

Senior Taxation Specialist

United States

Full-time

Remote

Senior Level

$110K/yr - $150K/yr

7+ years exp

Facet is a company disrupting the wealth management industry with innovative technology and a unique planner model. The Senior Taxation Specialist will serve as a subject matter expert on tax advice planning, meeting with clients, reviewing their tax strategies, and educating both clients and team members on tax planning opportunities.

AdviceFinanceFinancial ServicesWealth Management

Responsibilities

Meet with 5-10 members a week to review tax strategies available to them and provide education when needed

Review 15-20 member profiles per week and provide recommendations based on their tax situation and broader financial planning goals in coordination with their Financial Planner

Correspond with members directly to answer their tax questions in accordance to their service tier

Research tax issues to develop effective tax planning solutions

Coordinate with the Head of Planning on all aspects of tax advice as it relates to the Facet Way of financial planning

Create tax withholding recommendations for members

Educate teammates and members on tax specific questions

Qualification

CPA DesignationPersonal tax preparationTax law understandingTax advice planningClient engagement managementClient service skillsComputer skillsCommunicationInterpersonal skillsOrganizational skills

Required

7+ years experience leading a scaled tax prep solution

7+ years experience in personal tax preparation and advice

CPA Designation or EA

Ability to identify tax issues as they arise

Deep understanding of different employee stock option plans (RSUs, ISOs, NSOs, etc)

Deep understanding of tax law and regulations, specifically how it impacts individuals

Preferred

Experience at a Financial Planning focused firm

Ability to handle multiple client engagements in a fast-paced environment

Excellent written and verbal communication skills

Superior interpersonal, organizational, and client service skills

Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility

Excellent computer skills along with the ability to learn in-house software and tools

Benefits

Equity(ISO)

Flexible PTO

All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave

Certification reimbursement program

Work from anywhere in the US