Senior Taxation Specialist

Facet

2h•$110,000 - $150,000•Remote

About The Position

Facet is seeking an experienced Certified Public Accountant (CPA) for a high-touch, member-facing tax advisory role. The position focuses on strategic personal tax planning rather than tax-season compliance filings or timesheets. The specialist will lead weekly virtual tax strategy sessions with members, explain complex tax laws in plain language, and develop actionable strategies in collaboration with Facet’s CFP® planners. The role applies Facet’s tax planning framework to help members make confident, tax-optimized financial decisions. The work includes advising on Roth conversions, charitable giving, real estate and rental assets, equity compensation, and small-business and entity tax issues. The specialist will review members’ tax profiles, prepare liability projections and customized scenarios, research complex federal and multi-state tax matters, and coordinate with the Director of Specialized Advice and the Planning & Advice Team. The position can be performed from anywhere in the United States.

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.
Demonstrated experience conducting direct client consultations, with the ability to manage a cadence such as 10–15 client meetings per week.
Strong empathy, active listening, and ability to explain complex tax concepts in plain language.
Ability to analyze Form 1040s and supporting schedules to identify planning opportunities, missed deductions, and tax risks.
Deep knowledge of federal and state individual tax codes, equity compensation, retirement distribution planning, and pass-through taxation.
Commitment to putting members first, personal integrity, and delivering objective financial advice.

Nice To Haves

Certified Financial Planner (CFP®) designation or active pursuit of the credential.
Experience delivering tax advice within an RIA, fee-only financial planning practice, or wealth management firm in partnership with CFP® practitioners.
High proficiency with modern technology tools, tax modeling software such as Holistiplan, BNA, or Corvee, and CRM/workflow systems.

Responsibilities

Lead 10–15 virtual member tax strategy sessions per week, present tailored recommendations, answer complex questions, and guide members through financial decisions.
Respond to members’ tax questions about personal taxes, withholdings, life events, and IRS notices through the messaging platform.
Review member profiles, project current-year tax liabilities, and identify tax-planning opportunities in coordination with members’ Planners.
Model and present customized tax scenarios, including multi-year tax-bracket management, withholding adjustments, and estimated tax payment strategies.
Research complex federal and multi-state tax scenarios and develop practical, compliant planning strategies.
Collaborate with the Director of Specialized Advice and the Planning & Advice Team to integrate tax strategies into holistic financial planning.
Advise on Roth conversion planning and potential impacts on IRMAA brackets, ACA subsidies, and Social Security taxation.
Advise on charitable giving strategies, including donor-advised funds, qualified charitable distributions, and gifts of appreciated assets.
Advise on real estate and rental tax matters, including depreciation, passive activity loss limitations, short-term rental rules, and Section 1031 exchanges.
Advise on tax matters involving incentive stock options, non-qualified stock options, restricted stock units, ESPPs, and alternative minimum tax planning.
Provide consultative guidance on small-business tax classification, pass-through deductions, and business transitions or liquidity events.