Facet · 3 days ago
Senior Tax Consultant - Contract
United States
Contract
Remote
Senior Level
$65/hr - $75/hr
7+ years exp
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Hiring Manager
Mark Barrar
Insider Connection @Facet
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Responsibilities
Meet with 20 members a week to review tax strategies available to them and provide education when needed
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 learning center to broaden team’s tax advice skillset as a whole
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
Preparation of federal & state quarterly estimated payments
Support requests and questions from teammates and members
Qualification
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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
Experience leading a scaled tax prep solution
Preferred
CFP® Designation
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
Dedicated to developing a career in the financial services industry with the potential for advancement within the company
Company
Facet
Facet provides financial planning and advice tailored to individual needs and goals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$193MKey Investors
Multiplier CapitalDurable Capital PartnersWarburg Pincus
2024-10-08Series Unknown· $10M
2024-10-08Debt Financing· $25M
2021-12-27Series C· $100M
Leadership Team
Anders Jones
CEO & Co-Founder
Brent Weiss
Co-Founder, Head of Financial Wellness
Recent News
2024-11-07
2024-10-16
FinTech Futures
2024-10-11
Company data provided by crunchbase
