Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 6 hours ago

Senior Taxation Specialist

Facet

Where
United States
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSenior Taxation SpecialistFacet · United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Facet's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.8%7 days
  4. 22.3%14 days
  5. 37.8%30 days
  6. 59.0%60 days
This job: posted 6 hours ago

The posting

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

Facet is seeking an experienced Certified Public Accountant (CPA) to step into a high-touch, member-facing role as a Senior Tax Associate. If you love the strategic advisory side of public accounting or private wealth management—but dread tax season, compliance filings, and timesheets—this is the ideal next step in your career.

In this consultative position, you will lead weekly virtual tax strategy sessions directly with Facet members. You will translate complex tax laws into actionable, high-impact strategies. Partnering closely with our CFP® planners, you will apply Facet’s modern tax planning framework to empower members to make confident, tax-optimized life decisions.

Your Day-To-Day Responsibilities

  • 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.
  • 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.
  • 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.
  • Custom Projections & Modeling: Model and present customized scenarios (including multi-year bracket management, withholding adjustments, and estimated tax payment strategies) directly to members.
  • Tax Research & Technical Analysis: Research complex federal and multi-state tax scenarios to architect practical, compliant planning strategies tailored to diverse household situations.
  • Strategic Collaboration with Financial Planners: Coordinate closely with the Director of Specialized Advice and the Planning & Advice Team to integrate tax strategies seamlessly into the Facet Way of holistic financial planning.

Commonly Advised Strategies & Domains

  • 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.
  • Charitable Giving Optimization: Structuring high-impact giving strategies, including Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and appreciated asset gifting.
  • Real Estate & Rental Assets: Advising on cost recovery/depreciation, Passive Activity Loss (PAL) limitations, short-term rental rules, and Section 1031 exchanges.
  • Equity Compensation: Navigating the tax implications of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and ESPPs, including Alternative Minimum Tax (AMT) planning.
  • Small Business & Entity Structure: Providing consultative guidance on entity tax classification (Sole Prop, S-Corp, LLC), pass-through deductions (QBI), and the tax implications of business transitions or liquidity events.

Requirements

  • Active Certified Public Accountant (CPA) license.
  • Experience: 5-7+ years of professional experience specializing in personal tax planning, private client advisory, or high-net-worth tax consulting.
  • Client-Facing Excellence: Proven track record of conducting direct client consultations (e.g., managing an active meeting cadence of 10-15 client meetings weekly) with strong empathy, active listening, and the ability to explain complex concepts in plain language.
  • Diagnostic & Modeling Skills: Exceptional ability to analyze Form 1040s and supporting schedules to rapidly identify planning levers, missed deductions, and tax risks.
  • Technical Breadth: Deep knowledge of federal and state individual tax codes, equity compensation, retirement distribution planning, and pass-through taxation.
  • Fiduciary Mindset: A strong commitment to putting members first, personal integrity, and delivering objective financial advice.

Preferred Qualifications:

  • Certified Financial Planner (CFP®) designation or active pursuit of the credential is a strong plus.
  • Prior experience delivering tax advice within an RIA, fee-only financial planning practice, or wealth management firm partnering directly with CFP® practitioners.
  • High proficiency with modern tech tools, tax modeling software (such as Holistiplan, BNA, or Corvee), and CRM/workflow systems.

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Facet's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Facet's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Facet's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.