Facet

Tax Specialist – Contractor

Facet

contract

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $50 - $60 per hour

Job Level

Mid-LevelSenior

About the role

  • 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

  • Looking for anywhere from 10-20 hours a week from now until after the tax season
  • 4+ years experience in personal tax preparation and advice
  • Enrolled Agent
  • 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
  • Dedicated to developing a career in the financial services industry with the potential for advancement within the company
Benefits
  • Hourly rate of $50-$60/hr 1099
  • 10-20 hours a week thru April
  • 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
personal tax preparationtax planning solutionstax lawemployee stock option plansRSUsISOsNSOs
Soft skills
written communicationverbal communicationinterpersonal skillsorganizational skillsclient service skillsclient first attitudeprofessional demeanorpersonal integrityfiduciary responsibility
Certifications
Enrolled Agent