Senior Taxation Specialist

Job not on LinkedIn

🔥 5 hours ago

🇺🇸 United States – Remote

💵 $110k - $150k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Facet

WebsiteLinkedInAll Job Openings

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

• 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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