Enrolled Agent
About the job
- Enrolled Agent certification is required.
- Have 4–5+ years of professional experience specializing in personal tax planning, private client tax advisory, high-net-worth tax consulting, or wealth management.
- Have a demonstrated history of managing a regular client meeting cadence, such as 5–10+ weekly consultations, and demonstrate empathy, active listening, and presentation skills over video.
- Rapidly analyze Form 1040s and supporting schedules to identify tax inefficiencies, missed opportunities, and exposure risks.
- Have strong expertise in individual federal and state tax codes, pass-through entities, retirement distribution strategies, and executive compensation planning.
- Demonstrate integrity and a dedication to objective, member-first advice.
- Lead 5–10+ virtual tax strategy sessions each week, reviewing previous years’ tax returns, discussing current-year tax savings opportunities, answering complex questions, and guiding members through high-stakes financial decisions.
- Serve as the primary tax sounding board for members by explaining tax scenarios and answering day-to-day inbound questions through the secure messaging platform, including questions about withholdings, life events, IRS notices, and tax projections.
- Review member tax returns (Form 1040s and schedules) to diagnose multi-year optimization opportunities, including Roth conversions, equity vesting events, real estate transactions, and executive compensation.
- Build, model, and present customized tax strategies using modern planning tools, focusing on bracket management, withholding adjustments, and estimated tax schedules.
- Collaborate with Lead Planners and the Director of Specialized Advice to integrate tax optimization into holistic financial plans.
- Have a Certified Financial Planner designation or be actively pursuing it.
- Have prior experience delivering advisory services within a fee-only RIA, multi-family office, or wealth management firm alongside CFP professionals.
- Have high proficiency with modern tax modeling tools such as Holistiplan, BNA, and Corvee, and with CRM and digital workflow tools.
About the company
Facet Wealth provides personalized and affordable financial planning services for individuals and families through a flat-fee membership. Clients pay a set fee for access to a team of Certified Financial Planner (CFP) professionals who deliver unbiased, holistic financial guidance across life events like starting a business, buying real estate, planning for a family, investments, and retirement, with no commissions or product sales. The flat-fee model and direct CFP access distinguish Facet Wealth from traditional advisors by removing hidden costs and conflicts of interest, offering transparent, comprehensive planning. The company aims to make professional financial planning accessible to more people and become a trusted, preferred choice in the financial advisory market.
Company Size
201-500
Company Stage
Debt Financing
Total Funding
$263.2M
Headquarters
West Palm Beach, Florida
Founded
2016
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Simplify's Take
What believers are saying
- Facet launched tax preparation and filing for members in September 2025.
- Facet’s 2024 $35 million financing funded technology and expanded planning services.
- Facet’s 2025 downmarket push broadens employer and younger-customer acquisition beyond wealthy households.
What critics are saying
- Facet’s 2025 audited balance sheet shows only $6.2 million cash against expansion demands.
- Heavy 2024 debt financing from Multiplier Capital increases refinancing pressure by 2027.
- Charles Schwab, Vanguard Personal Advisor, and Human Interest target Facet’s mass-affluent downmarket niche.
What makes Facet Wealth unique
- Facet’s flat-fee planning model removes commission conflicts and asset-based pricing pressure.
- Facet added tax filing, estate planning, and direct indexing to one membership.
- Facet serves 24,000-plus members with $5 billion assets, unusual scale for subscription advice.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Life Insurance
- Parental Leave
- 401(k) Company Match
- Wellness Program
- Tuition Reimbursement
- Remote Work Options
- Company Equity
- Professional Certification Support