Senior Taxation Specialist (contract)

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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.
• Experience leading a scaled tax prep solution.
• CFP® Designations preferred.
• 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 understanding of fiduciary responsibility.
• Excellent computer skills along with the ability to learn in-house software and tools.
• Dedicated to developing a career in the financial services industry with potential for advancement.

Responsibilities:

• Meet with 20 members a week to review tax strategies available to them and provide education when needed.
• 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 learning center to broaden team’s tax advice skillset as a whole.
• 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.
• Preparation of federal & state quarterly estimated payments.
• Support requests and questions from teammates and members.