Senior Tax Associate CPA - Advisory

This role is a rare pivot opportunity for CPAs burned out by compliance-heavy public accounting. Facet explicitly targets professionals who love strategic advisory work but hate tax season filings and timesheets — a genuinely differentiated value proposition in the market.

Compensation is competitive but not exceptional for a senior CPA with 5–7+ years of experience. Market data for senior tax advisory roles in private wealth or RIA settings typically ranges from $120K–$180K+ at comparable firms. At $110K–$150K, Facet's range is reasonable for a fully remote role but slightly below top-of-market for high-net-worth tax specialists. The ISO equity component adds upside if Facet grows or pursues an exit, though as a fintech/RIA hybrid, liquidity timelines are uncertain.

Skills you'll build:

• Holistic financial planning integration (rare for pure-CPA backgrounds)
• Advanced tax modeling:
  Roth conversions, equity comp, multi-state scenarios
• Cross-functional collaboration with CFP® practitioners — valuable for CFP® credential pursuit

Green flags: No timesheets, no compliance filings, mission-driven culture, nationally recognized firm, CFP® pursuit encouraged.
Watch for: The 10–15 meetings/week cadence is demanding and could lead to advisor fatigue over time — ask about burnout metrics and average meeting duration in your interview. Also clarify how member caseloads are managed during high-demand periods.

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, with holdings, life-event tax impacts, and IRS notices via our messaging platform, translating technical concepts into clear, reassuring, plain-English…