Senior Taxation Specialist - Facet

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 virtual tax strategy sessions directly with Facet members, translating complex tax laws into actionable, high-impact strategies while partnering closely with CFP® planners.

Responsibilities

• Direct Member Consultations: Lead 10-15 virtual member strategy sessions per week, presenting tailored tax recommendations and guiding members through key financial decisions.
• Everyday Member Tax Q&A: Act as the primary tax sounding board for members by promptly answering inbound questions regarding personal taxes, withholdings, life-event tax impacts, and IRS notices.
• Proactive Tax Plan Reviews: Build current-year liability projections and diagnose tax optimization opportunities (such as Roth conversions, equity vesting events, and real estate transactions).
• Custom Projections & Modeling: Model and present customized scenarios, including multi-year bracket management and estimated tax payment strategies.
• Tax Research & Technical Analysis: Research complex federal and multi-state tax scenarios to architect practical, compliant planning strategies.
• Strategic Collaboration: Coordinate closely with the Planning & Advice Team to integrate tax strategies seamlessly into holistic financial planning.

Commonly Advised Strategies & Domains

• Roth Conversion Planning: Evaluating multi-year conversion opportunities and downstream impacts on IRMAA brackets, ACA subsidies, and Social Security taxation.
• Charitable Giving Optimization: Structuring high-impact giving strategies including Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs).
• Real Estate & Rental Assets: Advising on cost recovery, depreciation, PAL limitations, and Section 1031 exchanges.
• Equity Compensation: Navigating tax implications for ISOs, NSOs, RSUs, and ESPPs.
• Small Business & Entity Structure: Providing consultative guidance on entity tax classification and pass-through deductions.

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.
• Proven track record of conducting direct client consultations with strong empathy and technical communication skills.
• Exceptional ability to analyze Form 1040s and supporting schedules.
• Deep knowledge of federal and state individual tax codes, equity compensation, and retirement distribution planning.

Benefits

• Base Salary: $110,000 – $150,000
• Equity: Stock options (ISO)
• Comprehensive Benefits: Medical, dental, vision, 401(k) with employer match, disability, life insurance, and paid parental leave
• Reimbursement: Certification and wellness programs
• Flexibility: Flexible PTO and remote work from anywhere in the US