Tax Specialist Contractor jobs in United States
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Facet · 1 month ago

Tax Specialist Contractor

positionUnited States
timeFull-time, Contract
remoteRemote
seniorityMid Level

Facet Wealth is disrupting the wealth management industry by delivering high-quality financial planning services. As a Taxation Specialist Contractor, you will provide expert tax advice and planning for members, educate the internal team on tax planning opportunities, and ensure effective communication with clients regarding their tax situations.

AdviceFinanceFinancial ServicesWealth Management

Responsibilities

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

Tax planning expertiseTax code knowledgeRoth conversion strategiesCharitable donation strategiesRental property taxationBusiness tax planningClient communicationResearch skillsTeam collaboration

Required

Subject matter expert on tax advice planning
Ability to review 15-20 member profiles per week and provide recommendations based on their tax situation and broader financial planning goals
Experience corresponding with members directly to answer their tax questions
Research tax issues to develop effective tax planning solutions
Coordinate with the Head of Planning on all aspects of tax advice
Create tax withholding recommendations for members
Educate teammates and members on tax specific questions
Experience with Roth Conversions and understanding their impacts
Experience explaining charitable donation strategies and their tax impact
Expertise in depreciation strategies, expense deductions, PAL rules, and 1031 exchanges for rental properties
Ability to provide general guidance around business structure and best practices for business owners
Experience analyzing the tax impact of a business sale

Company

Facet

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Glassdoor3.6
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Facet provides financial planning and advice tailored to individual needs and goals.
dateFounded in 2016
location
Baltimore, Maryland, USA
people-size201-500 employees
web-link
https://facet.com

Funding

Current Stage
Growth Stage
Total Funding
$193M
Key Investors
Multiplier CapitalDurable Capital PartnersWarburg Pincus
2024-10-08Series Unknown· $10M
2024-10-08Debt Financing· $25M
2021-12-27Series C· $100M

Leadership Team

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Anders Jones
CEO & Co-Founder
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Brent Weiss
Co-Founder & Head of Financial Wellness
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Company data provided by crunchbase