Tax Specialist Contractor

Facet

16d•$50 - $60•Remote

About The Position

As a Taxation Specialist Contractor 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

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
Looking for anywhere from 10-20 hours a week from now until after the tax season

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
Dedicated to developing a career in the financial services industry with the potential for advancement within the company

Responsibilities

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.

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