Tax Advisor

Wealth Enhancement Group

1d•$115,000 - $135,000•Remote

About The Position

The Tax Advisor independently manages an assigned portfolio of Wealth Enhancement Tax and Consulting Services (WETCS) clients and delivers tax preparation, planning, and advisory services. As the primary tax contact, the Tax Advisor partners with clients and Wealth Enhancement Financial Advisor teams to provide practical, proactive tax guidance within clients’ broader financial relationships. This client-facing role is accountable for client relationships, final work product, deadlines, and service quality. The Tax Advisor may use junior staff, approved tax software, workflow tools, automation, and artificial intelligence while retaining responsibility for client outcomes. The position has no sales, business development, or revenue-generation requirements and is remote. Responsibilities include managing client service and deadlines; preparing, reviewing, and signing tax returns; providing year-round tax planning; researching complex tax matters; resolving notices and representing clients before taxing authorities; delegating and reviewing staff work; collaborating with advisors and colleagues; and using approved AI and digital tools responsibly to improve efficiency and service quality. The role requires a bachelor’s degree in a relevant field and a CPA, Enrolled Agent, or JD credential, along with at least seven years of progressive tax compliance, planning, and advisory experience. The posted starting base salary range is $115,000 to $135,000, exclusive of bonuses and benefits.

Requirements

Bachelor’s degree in accounting, taxation, finance, business, or a related field; an accounting degree is preferred.
CPA, Enrolled Agent, or JD required.
At least 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.
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.
Comfort with delegating work and using professional tax software, automation, workflow tools, and approved AI technology.
Accountable, organized, responsive, proactive, and committed to high-quality client service.
Ability to communicate complex tax matters clearly and practically to clients.
Ability to work independently in a fully remote environment while collaborating with a broader team.
Proficiency in AI and digital tools.

Nice To Haves

Accounting degree.
Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses.
Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms.

Responsibilities

Independently manage an assigned portfolio of WETCS clients and serve as their primary tax contact and the contact for their Financial Advisor teams.
Collaborate with financial advisors to identify tax opportunities and create greater after-tax value.
Lead client meetings about 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.
Explain complex tax concepts clearly and provide proactive, timely, professional, client-focused service.
Identify complex or high-risk matters and involve WETCS leadership or other specialists as 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, and identify tax savings opportunities.
Provide year-round tax planning and guidance on matters including 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.
Collaborate with Financial Advisor teams to identify tax considerations relevant to clients’ financial plans.
Use approved tax software, workflow tools, automation, and AI technology to manage client responsibilities efficiently.
Delegate appropriate preparation and support work to junior staff, review their work for accuracy and completeness, and provide direction and technical guidance while retaining responsibility for final work product.
Manage competing client priorities and filing deadlines while maintaining accurate engagement status and following WETCS procedures, documentation expectations, and compliance requirements.
Attend scheduled team meetings and communicate potential capacity, deadline, or client-service issues.
Collaborate with Tax Advisors, Financial Advisor teams, and other WETCS and WEG colleagues to share technical knowledge and best practices.
Contribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives.
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, validating outputs for accuracy, privacy, and business alignment.
Identify and escalate inaccurate information, knowledge gaps, and issues related to digital tools.
Stay current on tax laws, regulations, and industry developments through ongoing professional education and required CPE hours.

Benefits

Training and professional development.
Medical, dental, and vision coverage for eligible full-time employees and their families.
Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent, and transit expenses.
Employer-paid and voluntary life and AD&D insurance.
Employer-paid short-term and long-term disability and workers compensation.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
18 days of paid time off annually, increasing to 25 days after 4 years of service.
12 paid holidays each year, including 10 predetermined and 2 floating days.
Paid parental leave and paid caregiver leave; caregiver leave is available after 6 months of tenure.
Tuition, licensing, and other credentials reimbursement after meeting service requirements.