Senior Tax Advisor (EA) - Planning Expert, Remote

Facet; United States; Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Equity (ISO)

Flexible PTO

Medical, dental, and vision insurance

401(k) with employer match

Parental leave

Wellness reimbursement

Remote work from anywhere in the US

Job summary

Facet seeks an experienced Enrolled Agent (EA) to guide high-touch member tax planning as a Senior Tax Associate. You will lead weekly virtual strategy sessions, translate tax rules into actionable plans, and work with CFP-led teams to optimize members’ overall financial picture.

You’ll focus on forward-looking planning rather than filings, addressing Roth conversions, real estate, equity compensation, and tax projections within a modern, tech-enabled RIA environment.

Qualifications

• EA certification required.
• 4–5+ years in personal tax planning or wealth management.
• Strong client-facing and presentation skills over video.
• Deep knowledge of federal/state tax codes and executive compensation planning.
• Experience with modern tax modeling tools and CRM workflows.

Responsibilities

• Lead 5–10+ weekly virtual tax strategy sessions with Facet members.
• Translate complex tax laws into actionable planning recommendations.
• Collaborate with Lead Planners to integrate tax optimization into holistic plans.
• Review tax scenarios for multi-year optimization opportunities.
• Develop and present customized tax strategies using planning tools.

Skills

Enrolled Agent (EA)

Tax planning

Client consultations

Financial advisory

Fiduciary ethos

Education

EA certification

Tools

Holistiplan

BNA

Corvee

Job description

Facet seeks an experienced Enrolled Agent (EA) to guide high-touch member tax planning as a Senior Tax Associate. You will lead weekly virtual strategy sessions, translate tax rules into actionable plans, and work with CFP-led teams to optimize members’ overall financial picture.

You’ll focus on forward-looking planning rather than filings, addressing Roth conversions, real estate, equity compensation, and tax projections within a modern, tech-enabled RIA environment.