Senior Taxation Specialist

Facet

24d • $110,000 - $150,000 • Remote

About The Position

As a Taxation Specialist you will be the subject matter expert on tax advice planning for Facet members. You will be a part of our frontline team that keeps our company on the cutting edge of the financial services industry by providing recommendations to our members and educating the internal team on tax planning opportunities and tax code changes.

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

Nice To Haves

• 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

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees