Tax Advisor

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $115k - $135k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Tax

👻 Ghost score 0%

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Independently manage an assigned portfolio of WETCS clients and serve as the primary tax contact for clients and their Financial Advisor teams • Collaborate with financial advisors to identify tax opportunities and create greater after-tax value • Lead client meetings covering tax preparation, planning opportunities, questions, and recommendations • Manage client deadlines, deliverables, information requests, estimated payments, extensions, notices, and follow-up items • Maintain organized client records and communicate engagement status, next steps, and outstanding items • Communicate complex tax concepts clearly and provide proactive, timely, professional, client-focused service • Identify complex or high-risk matters and involve WETCS leadership or specialists when appropriate • Prepare, review, and sign federal, state, and local income tax returns, primarily complex and high-net-worth individual returns • Prepare, review, and sign partnership, S corporation, C corporation, trust, estate, and other returns based on client needs and experience • Prepare tax projections, estimated tax calculations, and amended returns while identifying tax savings opportunities • Provide year-round tax planning and guidance involving equity compensation, trusts and estates, multi-state taxation, business owners, retirement planning, and charitable giving • Conduct tax research and develop recommendations on complex tax matters • Review, respond to, and resolve federal and state tax notices • Represent clients before federal and state taxing authorities and assist with audits and examinations • Use approved tax software, workflow tools, automation, and AI technology while validating outputs for accuracy, privacy, and business alignment • Delegate appropriate preparation and support work to junior staff; review delegated and technology-assisted work • Provide direction and technical guidance to junior staff while retaining responsibility for final work product • Manage competing client priorities and filing deadlines according to WETCS procedures, documentation expectations, and compliance requirements • Attend scheduled team meetings and communicate capacity, deadline, or client-service issues • Collaborate with Tax Advisors, Financial Advisor teams, and WETCS and WEG colleagues to share technical knowledge and best practices • Contribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives • Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools

🎯 Requirements

• Bachelor’s degree in accounting, taxation, finance, business, or related field required; accounting degree preferred • CPA, Enrolled Agent, or JD required • Minimum of 7 years of progressive tax compliance, planning, and advisory experience, including complex individual income tax preparation and review • Experience working directly with high-net-worth individuals and families and providing tax planning and projections • Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses preferred • Demonstrated ability to independently manage a client portfolio, lead client meetings, and manage multiple deadlines • Strong verbal and written communication skills, professional judgment, analytical ability, and attention to detail • Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms preferred • Comfortable delegating work and leveraging professional tax software, automation, workflow tools, and approved AI technology • Stay current on tax laws, regulations, and industry developments through ongoing professional education and completion of required CPE hours • Accountable, organized, responsive, proactive, and committed to high-quality client service • Able to communicate complex tax matters in a clear, practical, and client-friendly manner • Comfortable working independently in a fully remote environment while collaborating with a broader team • Proficient at using AI and digital tools • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)