Tax Advisor (Hybrid role)

Wealth Enhancement Group•Charlotte, NC

1d•$115,000 - $135,000•Hybrid

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, this client-facing role partners with clients and Wealth Enhancement Financial Advisor teams to provide proactive, practical tax guidance within each client’s broader financial relationship. The Tax Advisor is accountable for client relationships, final work product, deadlines, and service quality, and may leverage junior staff, approved tax software, workflow tools, automation, and artificial intelligence while retaining ownership of client outcomes. The role has no sales, business development, or revenue-generation requirements. This is a hybrid position, working partially from home and partially from the company office in Charlotte, North Carolina. The advertised starting base salary range is $115,000 to $135,000, exclusive of bonuses and benefits. The posting also states the full salary grade for this level is $87,400 to $131,000. The role includes managing client engagements and deadlines; preparing, reviewing, and signing tax returns; providing year-round tax planning and advisory services; researching complex tax matters; responding to tax notices and representing clients before taxing authorities; collaborating with financial advisors and WETCS colleagues; guiding junior staff; and using approved AI and digital tools while validating outputs for accuracy, privacy, and business alignment. The position requires a bachelor’s degree in a related field and a CPA, Enrolled Agent, or JD, as well as at least seven years of progressive tax experience.

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 delegating work and leveraging professional tax software, automation, workflow tools, and approved AI technology.
Ability to communicate complex tax matters clearly and practically to clients.
Proficiency with AI and digital tools.
Accountability, organization, responsiveness, proactivity, and commitment to high-quality client service.
Ability to work independently in a fully remote environment while collaborating with a broader team.
Ability to stand or sit for long periods, file documents in high or low cabinets, and use a telephone and computer systems.

Nice To Haves

Accounting degree preferred.
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 preferred.

Responsibilities

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 other specialists when appropriate.
Prepare, review, and sign federal, state, and local income tax returns, particularly complex and high-net-worth individual returns.
Prepare, review, and sign partnership, S corporation, C corporation, trust, estate, and other returns as appropriate to client needs and the Tax Advisor’s experience.
Prepare tax projections, estimated tax calculations, and amended returns, and identify tax savings opportunities.
Provide year-round tax planning and practical 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 on 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 delegated and technology-assisted work for accuracy and completeness.
Provide direction and technical guidance to junior staff while retaining responsibility for final work product.
Manage competing client priorities and filing deadlines, maintain accurate engagement status, and follow WETCS procedures, documentation expectations, and compliance requirements.
Attend scheduled team meetings and communicate potential capacity, deadline, or client-service issues proactively.
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, or 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 (HSA) with employer contribution and Flexible Spending Accounts (FSA) 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 four 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 six months of tenure.
Reimbursement for tuition, licensing, and other credentials after meeting service requirements.