Senior Taxation Specialist

November 13

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Facet

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Financial Planning • CFP • Investing • Community • Financial Wellness

201 - 500

Description

• THIS IS A CONTRACT POSITION FOR 6+ MONTHS • As a Contract Senior 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 presenting & educating the internal team on tax planning opportunities and tax code changes. • Meet with 20 members a week to review tax strategies available to them and provide education when needed • 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 learning center to broaden team’s tax advice skillset as a whole • 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 • Preparation of federal & state quarterly estimated payments. • Support requests and questions from teammates and members.

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 leading a scaled tax prep solution

Benefits

• Contract 6+ months - 40 hours a week • $65/hr-$75/hr 1099 • Work from anywhere in the US