Senior Taxation Specialist

🕒 September 3

🇺🇸 United States – Remote

💵 $110k - $150k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 15%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 69 days.
• Jobs at this company usually fill in 49 days.
• Reposted once.

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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

• Lead 10-15 virtual member tax strategy sessions per week • Present tailored tax recommendations, answer complex tax questions, and guide members through financial decisions • Answer inbound member questions about personal taxes, withholdings, life-event tax impacts, and IRS notices via messaging platform • Review member profiles to build current-year liability projections and identify tax optimization opportunities • Model and present customized scenarios involving multi-year bracket management, withholding adjustments, and estimated tax payments • Research complex federal and multi-state tax scenarios and develop practical, compliant strategies • Coordinate with the Director of Specialized Advice and Planning & Advice Team • Apply tax planning strategies involving Roth conversions, charitable giving, real estate and rental assets, equity compensation, and small business/entity structures

🎯 Requirements

• Active Certified Public Accountant (CPA) license • 5-7+ years of professional experience specializing in personal tax planning, private client advisory, or high-net-worth tax consulting • Proven track record of conducting direct client consultations, including an active cadence of 10-15 client meetings weekly • Strong empathy, active listening, and ability to explain complex concepts in plain language • Exceptional ability to analyze Form 1040s and supporting schedules to identify planning levers, missed deductions, and tax risks • Deep knowledge of federal and state individual tax codes, equity compensation, retirement distribution planning, and pass-through taxation • Strong commitment to putting members first, personal integrity, and delivering objective financial advice • CFP® designation or active pursuit preferred • Prior experience in an RIA, fee-only financial planning practice, or wealth management firm partnering with CFP® practitioners preferred • High proficiency with modern tech tools, tax modeling software such as Holistiplan, BNA, or Corvee, and CRM/workflow systems preferred

🏖️ Benefits

• $110,000 – $150,000 base salary • 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

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