Facet

Senior Taxation Specialist

Facet

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $110,000 - $150,000 per year

Job Level

Senior

About the role

  • Meet with 5-10 members a week to review tax strategies available to them and provide education when needed.
  • Review 15-20 member profiles per week and provide recommendations based on their tax situation and broader financial planning goals in coordination with their Financial Planner.
  • 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 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.
  • Educate teammates and members on tax specific questions.

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 different 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.
  • 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
Benefits
  • $110,000 - $150,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.
  • Equity(ISO)
  • Flexible PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
  • Certification reimbursement program
  • Work from anywhere in the US

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
tax preparationtax planningtax lawfinancial planningemployee stock optionsRSUsISOsNSOstax strategy developmenttax withholding recommendations
Soft skills
communication skillsinterpersonal skillsorganizational skillsclient service skillsprofessional demeanorpersonal integrityfiduciary responsibilityability to handle multiple engagementseducational skillsclient first attitude
Certifications
CPAEA