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 serve as a high-touch, member-facing tax strategist for Facet members. In this consultative role, you will be directly on the frontline: meeting one-on-one with members, promptly answering their day-to-day tax questions, demystifying complex tax rules, and translating tax planning into practical, tangible financial wins.
Partnering closely with our CFP® Lead Planners, you will apply Facet 's established tax planning philosophy and methodologies to individual member scenarios, empowering members to make confident, tax-optimized life decisions. This is an advisory-only role focused on delivering strategic planning and member education in alignment with firm standards: no tax return preparation or compliance filing is required.
Your Day-To-Day Responsibilities
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Direct Member Consultations: Lead 10-15 virtual member strategy sessions per week, presenting tailored tax recommendations, answering complex tax questions in real time, and guiding members through key financial decisions.
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Everyday Member Tax Q&A: Act as the primary tax sounding board for members by promptly answering their inbound questions about personal taxes, withholdings, life-event tax impacts, and IRS notices via our messaging platform, translating technical concepts into clear, reassuring, plain-English guidance.
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Proactive Tax Plan Reviews: Review member profiles to build current-year liability projections and diagnose tax optimization opportunities (such as Roth conversions, equity vesting events, and real estate transactions) in close alignment with their Planner.
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Custom Projections & Modeling: Model and present customized scenarios (including multi-year bracket management, withholding adjustments, and estimated tax payment strategies) directly to members.
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Tax Research & Technical Analysis: Research complex federal and multi-state tax scenarios to architect practical, compliant planning strategies tailored to diverse household situations.
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Strategic Collaboration with Financial Planners: Coordinate closely with the Director of Specialized Advice and Lead Planners to integrate tax strategies seamlessly into the Facet Way of holistic financial planning.
Commonly Advised Strategies & Domains
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Roth Conversion Planning: Evaluating complex returns and income streams to identify multi-year conversion opportunities; assessing downstream impacts on IRMAA brackets, ACA subsidies, and Social Security taxation.
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Charitable Giving Optimization: Structuring high-impact giving strategies, including Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and appreciated asset gifting.
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Real Estate & Rental Assets: Advising on cost recovery/depreciation, Passive Activity Loss (PAL) limitations, short-term rental rules, and Section 1031 exchanges.
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Equity Compensation: Navigating the tax implications of incentive stock options (ISOs), non-qualified stock option