Senior Taxation Specialist

Facet was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows Facet to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.

Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.

Facet is seeking an experienced Certified Public Accountant (CPA) to step into a high-touch, member-facing role as a Senior Tax Associate. If you love the strategic advisory side of public accounting or private wealth management—but dread tax season, compliance filings, and timesheets—this is the ideal next step in your career.

In this consultative position, you will lead weekly virtual tax strategy sessions directly with Facet members. You will translate complex tax laws into actionable, high-impact strategies. Partnering closely with our CFP® planners, you will apply Facet’s modern tax planning framework to empower members to make confident, tax-optimized life decisions.

• →Direct Member Consultations: Lead 10-15 virtual member strategy sessions per week, presenting tailored tax recommendations, answering complex tax questions in real time, and guiding members through key financial decisions.
• →Everyday Member Tax Q&A: Act as the primary tax sounding board for members by promptly answering their inbound questions about personal taxes, withholdings, life-event tax impacts, and IRS notices via our messaging platform, translating technical concepts into clear, reassuring, plain-English guidance.
• →Proactive Tax Plan Reviews: Review member profiles to build current-year liability projections and diagnose tax optimization opportunities (such as Roth conversions, equity vesting events, and real estate transactions) in close alignment with their Planner.
• →Custom Projections & Modeling: Model and present customized scenarios (including multi-year bracket management, withholding adjustments, and estimated tax payment strategies) directly to members.
• →Tax Research & Technical Analysis: Research complex federal and multi-state tax scenarios to architect practical, compliant planning strategies tailored to diverse household situations.
• →Strategic Collaboration with Financial Planners: Coordinate closely with the Director of Specialized Advice and the Planning & Advice Team to integrate tax strategies seamlessly into the Facet Way of holistic financial planning.

• Roth Conversion Planning: Evaluating complex returns and income streams to identify multi-year conversion opportunities; assessing downstream impacts on IRMAA brackets, ACA subsidies, and Social Security taxation.
• Charitable Giving Optimization: Structuring high-impact giving strategies, including Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and appreciated asset gifting.
• Real Estate & Rental Assets: Advising on cost recovery/depreciation, Passive Activity Loss (PAL) limitations, short-term rental rules, and Section 1031 exchanges.
• Equity Compensation: Navigating the tax implications of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and ESPPs, including Alternative Minimum Tax (AMT) planning.
• Small Business & Entity Structure: Providing consultative guidance on entity tax classification (Sole Prop, S-Corp, LLC), pass-through deductions (QBI), and the tax implications of business transitions or liquidity events.

• Active Certified Public Accountant (CPA) license.
• Experience: 5-7+ years of professional experience specializing in personal tax planning, private client advisory, or high-net-worth tax consulting.
• Client-Facing Excellence: Proven track record of conducting direct client consultations (e.g., managing an active meeting cadence of 10-15 client meetings weekly) with strong empathy, active listening, and the ability to explain complex concepts in plain language.
• Diagnostic & Modeling Skills: Exceptional ability to analyze Form 1040s and supporting schedules to rapidly identify planning levers, missed deductions, and tax risks.
• Technical Breadth: Deep knowledge of federal and state individual tax codes, equity compensation, retirement distribution planning, and pass-through taxation.
• Fiduciary Mindset: A strong commitment to putting members first, personal integrity, and delivering objective financial advice.

• Certified Financial Planner (CFP®) designation or active pursuit of the credential is a strong plus.
• Prior experience delivering tax advice within an RIA, fee-only financial planning practice, or wealth management firm partnering directly with CFP® practitioners.
• High proficiency with modern tech tools, tax modeling software (such as Holistiplan, BNA, or Corvee), and CRM/workflow systems.