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.

About The Role:

As a 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 providing recommendations to our members and educating the internal team on tax planning opportunities and tax code changes. 

Your Day-To-Day Responsibilities:

• Meet with 5-10 members a week to review tax strategies available to them and provide education when needed.
• Review 15-20 member profiles per week and provide recommendations based on their tax situation and broader financial planning goals in coordination with their Financial Planner.
• 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 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. 
• Educate teammates and members on tax specific questions. 

Commonly Discussed Strategies:

• Roth Conversions
• Review tax returns with complex income sources to determine the best solution for Roth conversions.
• Understanding of the impacts Roth conversions have: IRMMA, healthcare subsidies, Social Security taxability.
• Charitable Donations
• Experience explaining charitable donation strategies to members (DAF, QCDs, etc.) and the tax impact of the contribution. 
• Rental properties
• Expertise in depreciation strategies, expense deductions, PAL rules, and 1031 exchanges.
• Business planning
• Ability to provide general guidance around business structure and best practices for business owners. 
• Experience analyzing the tax impact of a business sale to help members make informed decisions. 

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

Preferred Skills & Experience:

• Experience at a Financial Planning focused firm. 
• Ability to handle multiple client engagements in a fast-paced environment.
• Excellent written and verbal communication skills
• Superior interpersonal, organizational, and client service skills 
• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility

Benefits

• $110,000 – $150,000 base salary: Determined by experience, knowledge, and skills.

• Equity (ISO): It is important to us that all employees are shareholders in our mission.
• Flexible PTO
• Comprehensive Benefits: Medical, dental, and vision insurance, 401(k) with employer match, short/long-term disability (paid by Facet), life insurance, and paid parental leave.
• Certification and wellness reimbursement programs
• Work from anywhere in the US

*Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. Self-recommendations were prohibited, and no compensation was provided for the ranking. Facet has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by Facet in connection with America's Top Financial Advisory Firms 2025. As of February 25, 2026; Facet has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews.