Facet

As a Taxation Specialist Contractor, you will provide tax advice and planning for Facet members, reviewing their profiles and coordinating with Financial Planners. You will also educate teammates and members on tax-related questions and develop effective tax planning solutions. | Candidates should have 4+ years of experience in personal tax preparation and advice, and must be an Enrolled Agent. A deep understanding of tax law and regulations, as well as the ability to identify tax issues, is essential. | Why Working At Facet Wealth Is Awesome: Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating! We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients. Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere. Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it. Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day. We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees. We hire candidates of any race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, Veteran status, and any other status. Facet Wealth is proud to be an Equal Opportunity Employer. If you have a disability or special need that requires accommodation, please let us know. About The Role: As a Taxation Specialist Contractor 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 providing recommendations to our members and educating the internal team on tax planning opportunities and tax code changes. Your Day-To-Day Responsibilities: Review 15-20 member profiles per week and provide recommendations based on their tax situation and broader financial planning goals in coordination with their Financial Planner. 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 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. Educate teammates and members on tax specific questions. Commonly Discussed Strategies: Roth Conversions Review tax returns with complex income sources to determine the best solution for Roth conversions. Understanding of the impacts Roth conversions have: IRMMA, healthcare subsidies, Social Security taxability. Charitable Donations Experience explaining charitable donation strategies to members (DAF, QCDs, etc.) and the tax impact of the contribution. Rental properties Expertise in depreciation strategies, expense deductions, PAL rules, and 1031 exchanges. Business planning Ability to provide general guidance around business structure and best practices for business owners. Experience analyzing the tax impact of a business sale to help members make informed decisions. Job Specific Requirements: Looking for anywhere from 10-20 hours a week from now until after the tax season 4+ years experience in personal tax preparation and advice Enrolled Agent 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 Preferred Skills & Experience: Experience at a Financial Planning focused firm. 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 Hourly rate of $50-$60/hr 1099 10-20 hours a week thru April Work from anywhere in the US

As a Taxation Specialist, you will provide tax advice planning for Facet members and educate the internal team on tax planning opportunities. You will meet with members to review tax strategies and develop effective tax planning solutions. | The role requires 7+ years of experience in personal tax preparation and advice, along with a CPA designation or EA. A deep understanding of tax law and regulations, as well as employee stock option plans, is essential. | Why Working At Facet Wealth Is Awesome: Facet Wealth is disrupting the wealth management industry. Our innovative technology and unique planner model allow us to deliver high quality financial planning services to the 33 million mass affluent households in the US. As a company, our goals are to help millions of Americans achieve their financial goals through high quality financial advice previously unavailable to them, build the next generation of financial planning and financial life management tools that redefine how wealth management services are delivered and create a company culture that is as fun as it is stimulating! We’re here to deliver amazing client experiences. No matter the role at Facet, we are all 100% committed to excellence in service of our clients. Every single member of our team needs to be an active participant in helping to improve and evolve our business. We strongly believe great ideas can come from anywhere. Change is not only something we tolerate, but something we embrace. Transformative change is critical to our growth and success and we all thrive off of it. Everyone belongs: bringing your authentic self to table is what makes you unique and thus Facet unique. We encourage you to be authentically yourself, every single day. About The Role: As a 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 providing recommendations to our members and educating the internal team on tax planning opportunities and tax code changes. Your Day-To-Day Responsibilities: Meet with 5-10 members a week to review tax strategies available to them and provide education when needed. Review 15-20 member profiles per week and provide recommendations based on their tax situation and broader financial planning goals in coordination with their Financial Planner. 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 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. Educate teammates and members on tax specific questions. Commonly Discussed Strategies: Roth Conversions Review tax returns with complex income sources to determine the best solution for Roth conversions. Understanding of the impacts Roth conversions have: IRMMA, healthcare subsidies, Social Security taxability. Charitable Donations Experience explaining charitable donation strategies to members (DAF, QCDs, etc.) and the tax impact of the contribution. Rental properties Expertise in depreciation strategies, expense deductions, PAL rules, and 1031 exchanges. Business planning Ability to provide general guidance around business structure and best practices for business owners. Experience analyzing the tax impact of a business sale to help members make informed decisions. 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 Preferred Skills & Experience: Experience at a Financial Planning focused firm. 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 $110,000 - $150,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees. Equity(ISO) Flexible PTO All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave Certification reimbursement program Work from anywhere in the US

Collaborate with Product and Planners to define solutions to problems. Design, develop, and test code written in Golang and React and deployed to AWS. | A successful candidate would have 4-8 years of full stack web development experience and 3+ years of experience in Go/Golang and/or React 16+. Experience with relational databases, preferably MySQL, is also required. | As a Senior Software Engineer at Facet, you will work with our Engineering & Product teams, playing a critical role in developing world class commercial software used by our lead planners & clients. Our goals are focused on developing a product to improve the financial lives of millions. A successful candidate would be proficient in modern front and back end tools and development methodologies. As well as being interested in learning new languages, technology stacks, tackling large and complex problems, and the ability to work both independently and in a peer programming environment. Tremendous growth potential exists at Facet - your growth opportunities are virtually unlimited. We are truly passionate about helping realize our team members’ potential through active mentorship. We value drive, ownership, and commitment as we grow our company. Day-To-Day Responsibilities: Collaborate with Product and Planners to define solutions to problems Design, develop, and test code written in Golang and React and deployed to AWS Estimate tickets in a ScrumBan process Commit code constantly to Git/Bitbucket in a mainline development environment Write all the tests. Frustrated about never having time for tests? Not at Facet Pair program with other developers as desired Participate in daily standups Participate in weekly “Tech Stack Tuesdays” to learn new development skills and techniques Participate in bi-weekly “Fast Fridays” focused on performance improvements in the app Participate in in quarterly 3 day Hackathons and win fun prizes Constant learning and personal growth Basic Qualifications: Excited about learning new skills and working in a startup environment where change is normal 4-8 years of full stack web development or related experience 3+ years of experience in Go/Golang and/or React 16+ Relational databases experience, MySQL is preferred Preferred Qualifications: Experience with Golang and React Experience with AWS: ECS, EC2, RDS, S3 Experience with the REST Architectural style Experience with The Clean Architecture Experience with Git, Bitbucket Experience with frontend toolchains such as Webpack, Gulp, or Grunt Experience with frontend testing tools and frameworks such as Mocha/Chai, BrowserStack, Puppeteer Experience with automated testing (unit, integration, regression, performance) Experience with responsive design and PWAs Familiarity with Linux Familiarity with Docker Familiarity with FinTech APIs such as Plaid, Finicity, Yodlee, APEX, Orion Utilize state-of-the-art AI assistants like Gemini, Junie, and Copilot to accelerate development, automate repetitive coding tasks, and enhance overall engineering productivity $150,000-$175,000 annual salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees. Equity Flexible PTO All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and parental leave Certification reimbursement program Work from anywhere in the US