Senior Tax Associate
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Job Description
Senior Tax Associate delivering virtual tax strategy and advisory for Facet’s holistic financial planning members. Diagnosing returns and modeling tax-optimized wealth decisions without tax return preparation.
Responsibilities:
- Lead 10–15 virtual tax strategy sessions per week
- Deliver tailored tax advice and guide members through high-stakes financial decisions
- Answer inbound member questions via secure messaging about withholdings, life events, IRS notices, and tax projections
- Review Form 1040s and schedules to diagnose multi-year tax optimization opportunities
- Build, model, and present customized tax strategies using modern planning tools
- Focus on bracket management, withholding adjustments, and estimated tax schedules
- Research complex federal and multi-state tax scenarios
- Architect compliant, creative strategies across diverse household profiles
- Collaborate with Lead Planners and the Director of Specialized Advice
- Integrate tax optimization into holistic financial plans
- Advise on Roth conversions, real estate and rental assets, charitable giving, small business/entity structuring, and equity compensation
- Provide forward-looking planning and member advisory without preparing tax returns or compliance filings
Requirements:
- Active Certified Public Accountant (CPA) license required
- 5–7+ years of professional experience specializing in personal tax planning, private client tax advisory, high-net-worth tax consulting, or wealth management
- Demonstrated history of managing a regular client meeting cadence, such as 10–15 client consultations weekly
- Exceptional empathy, active listening, and strong presentation skills over video
- Expert ability to analyze Form 1040s and supporting schedules rapidly
- Strong expertise in individual federal and state tax codes
- Knowledge of pass-through entities, retirement distribution strategies, and executive compensation planning
- Uncompromising integrity and dedication to delivering objective, member-first advice
- Certified Financial Planner (CFP®) designation or active pursuit preferred
- Prior advisory experience within a fee-only RIA, multi-family office, or wealth management firm alongside CFP® professionals preferred
- High proficiency with Holistiplan, BNA, Corvee, and CRM/digital workflow tools preferred
Benefits:
- Equity (ISO)
- Flexible PTO
- Medical, dental, and vision insurance
- 401(k) with employer match
- Short-term and long-term disability paid by Facet
- Life insurance
- Paid parental leave
- Certification reimbursement programs
- Wellness reimbursement programs
- Work from anywhere in the US
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