Senior Tax Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Facilitate 10–15 virtual tax strategy sessions each week.

• Provide personalized tax guidance and assist members in navigating critical financial choices.

• Address incoming member inquiries through secure messaging regarding withholdings, life events, IRS notifications, and tax forecasts.

• Examine Form 1040s and schedules to identify multi-year tax optimization prospects.

• Design, model, and present bespoke tax strategies utilizing contemporary planning tools.

• Emphasize bracket management, withholding modifications, and estimated tax timelines.

• Investigate intricate federal and multi-state tax situations.

• Develop compliant and innovative strategies tailored to various household profiles.

• Partner with Lead Planners and the Director of Specialized Advice.

• Incorporate tax optimization within comprehensive financial plans.

• Counsel on Roth conversions, real estate and rental properties, charitable contributions, small business/entity structuring, and equity compensation.

• Offer forward-looking planning and member advisory services without the preparation of tax returns or compliance filings.

⛳️ Requirements

• Must possess an active Certified Public Accountant (CPA) license.

• 5–7+ years of relevant professional experience in personal tax planning, private client tax advisory, high-net-worth tax consulting, or wealth management.

• Proven track record of maintaining a consistent client meeting schedule, such as 10–15 consultations per week.

• Outstanding empathy, active listening, and effective presentation abilities via video.

• Proficient in swiftly analyzing Form 1040s and associated schedules.

• Strong knowledge of individual federal and state tax regulations.

• Familiarity with pass-through entities, retirement distribution strategies, and executive compensation planning.

• Unwavering integrity and commitment to providing unbiased, member-first advice.

• Certified Financial Planner (CFP®) designation or active pursuit is preferred.

• Previous advisory experience in a fee-only RIA, multi-family office, or wealth management firm alongside CFP® professionals is preferred.

• High proficiency with Holistiplan, BNA, Corvee, and CRM/digital workflow tools is preferred.

🏝️ Benefits

• Equity (ISO)

• Flexible PTO

• Medical, dental, and vision insurance

• 401(k) with employer match

• Short-term and long-term disability coverage paid by Facet

• Life insurance

• Paid parental leave

• Certification reimbursement programs

• Wellness reimbursement programs

• Work from anywhere in the US