Senior Taxation Specialist

🕒 il y a 6 jours

🇺🇸 États-Unis – Télétravail

💵 $110 000 - $150 000 / an

⏰ Temps Plein

🟠 Senior

👻 Score fantôme 1%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Configurer une alerte email pour les nouveaux emplois

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Facet

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 2016

Nous croyons que la planification financière, lorsqu'elle est bien faite, est essentielle pour bien vivre. C'est pourquoi nous avons créé Facet. Notre mission est d'améliorer la vie de millions d'Américains en offrant des conseils et services financiers impartiaux et inestimables à un tarif d'adhésion abordable. Divulgations : https://facetwealth.com/legal-documents/social-media-disclosure/

Description

• Serve as the subject matter expert on tax advice planning for Facet members • Meet with 5–10 members per week to review available tax strategies and provide education • Review 15–20 member profiles per week and provide recommendations based on tax situations and broader financial planning goals, coordinating with Financial Planners • Correspond directly with members to answer tax questions according to their service tier • Research tax issues to develop effective tax planning solutions • Coordinate with the Head of Planning on tax advice within Facet’s financial planning approach • Create tax withholding recommendations for members • Educate teammates and members on tax-specific questions • Review complex-income tax returns and assess Roth conversion solutions and impacts, including IRMAA, healthcare subsidies, and Social Security taxability • Explain charitable donation strategies, including DAFs and QCDs, and their tax impacts • Apply rental-property strategies involving depreciation, expense deductions, PAL rules, and 1031 exchanges • Provide general business-structure guidance and analyze the tax impact of business sales

🎯 Exigences

• 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 employee stock option plans (RSUs, ISOs, NSOs, etc.) • Deep understanding of tax law and regulations, specifically how it impacts individuals • Experience at a Financial Planning focused firm (preferred) • Ability to handle multiple client engagements in a fast-paced environment (preferred) • Excellent written and verbal communication skills (preferred) • Superior interpersonal, organizational, and client service skills (preferred) • Client first attitude, professional demeanor, personal integrity, and understanding of fiduciary responsibility (preferred)

🏖️ Avantages

• Equity (ISO) • Flexible PTO • Medical, dental, and vision insurance • 401(k) with employer match • Short/long-term disability paid by Facet • Life insurance • Paid parental leave • Certification and wellness reimbursement programs • Work from anywhere in the US