Description
***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
