Facet
201 - 500 employees
Founded 2016
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.
Senior Tax Associate
🕒 September 12
Where this job comes from
Posted on Facet's careers page, not through a job board
First seen by Remote Rocketship September 12
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Facet
201 - 500 employees
Founded 2016
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.
📋 Description
• Lead 10–15 virtual tax strategy sessions per week • Deliver tailored tax advice and guide members through high-stakes financial decisions • Answer inbound member questions via secure messaging about withholdings, life events, IRS notices, and tax projections • Review Form 1040s and schedules to diagnose multi-year tax optimization opportunities • Build, model, and present customized tax strategies using modern planning tools • Focus on bracket management, withholding adjustments, and estimated tax schedules • Research complex federal and multi-state tax scenarios • Architect compliant, creative strategies across diverse household profiles • Collaborate with Lead Planners and the Director of Specialized Advice • Integrate tax optimization into holistic financial plans • Advise on Roth conversions, real estate and rental assets, charitable giving, small business/entity structuring, and equity compensation • Provide forward-looking planning and member advisory without preparing tax returns or compliance filings
🎯 Requirements
• Active Certified Public Accountant (CPA) license required • 5–7+ years of professional experience specializing in personal tax planning, private client tax advisory, high-net-worth tax consulting, or wealth management • Demonstrated history of managing a regular client meeting cadence, such as 10–15 client consultations weekly • Exceptional empathy, active listening, and strong presentation skills over video • Expert ability to analyze Form 1040s and supporting schedules rapidly • Strong expertise in individual federal and state tax codes • Knowledge of pass-through entities, retirement distribution strategies, and executive compensation planning • Uncompromising integrity and dedication to delivering objective, member-first advice • Certified Financial Planner (CFP®) designation or active pursuit preferred • Prior advisory experience within a fee-only RIA, multi-family office, or wealth management firm alongside CFP® professionals preferred • High proficiency with Holistiplan, BNA, Corvee, and CRM/digital workflow tools preferred
🏖️ Benefits
• Equity (ISO) • Flexible PTO • Medical, dental, and vision insurance • 401(k) with employer match • Short-term and long-term disability paid by Facet • Life insurance • Paid parental leave • Certification reimbursement programs • Wellness reimbursement programs • Work from anywhere in the US
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