Senior Taxation Specialist (contract)

***THIS IS A CONTRACT POSITION FOR 6+ MONTHS***

As a Contract Senior 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 presenting & educating the internal team on tax planning opportunities and tax code changes. 

Your Day-To-Day 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.

Requirements

Job Specific 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

Preferred Skills & Experience:

• CFP® Designations
• 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 
• 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 the potential for advancement within the company

Benefits

• Contract 6+ months - 40 hours a week
• $65/hr-$75/hr 1099
• Work from anywhere in the US