Tax Advisor (Hybrid)

Wealth Enhancement Group•Houston, TX

5d•Hybrid

About The Position

Wealth Enhancement is an independent wealth management firm seeking a Tax Advisor. This role is responsible for delivering high-quality tax advice, planning, and tax return preparation services to assigned clients, ensuring high client and Wealth Enhancement Financial Advisor satisfaction through diligent work and collaborative interactions. This is a Hybrid position. The base salary range for this position is $85,000.00 to $110,000.00, exclusive of bonuses and benefits.

Requirements

Bachelor's degree (or equivalent experience)
CPA, Enrolled Agent (EA), or JD required; JD preferred
Minimum of 5 years of tax accounting experience
Experience preparing high net worth individual tax returns (1040)
Experience in tax planning and tax projections
Proficiency in Microsoft Excel, Microsoft Word, CCH Axcess/ProSystems, and CCH Intelliconnect
Strong verbal and written communication skills
Excellent financial acuity and bookkeeping skills
Collaborative, with a strong team orientation
Positive, solution-focused attitude
Detail oriented and diligent
Drive for results and excellence
Demonstrated AI literacy, including: Effective use of AI tools and technologies in daily work tasks, Ability to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards, Comfort with learning new AI applications and understanding their use cases and limitations, Commitment to continued learning and adaptation as AI technology evolves

Nice To Haves

Experience with Workday preferred

Responsibilities

Prepare tax returns and related work documents for individuals, and, if applicable, for partnerships, S-corporations, C-corporations, trusts, estates, foundations, payroll, sales tax, and foreign reporting (FBAR).
Prepare tax strategies and projections.
Provide tax planning advice to clients and their WEG Financial Advisors.
Conduct tax research and planning, utilizing resources such as CCH Intelliconnect, BNA projections, special research projects, and retirement account recommendations.
Review and respond to tax notices.
Respond to state and federal auditor inquiries and work towards their resolution.
Amend tax returns.
Identify and operationalize improvements in processes, systems, tools, and communications to enhance effectiveness, productivity, and responsiveness.
Identify opportunities to increase value delivered to clients and revenue for WETCS and Financial Advisor teams.
Promote WETCS service offerings to assigned tax clients when appropriate.
Ensure urgent or high-impact issues affecting assigned clients are promptly resolved.
Build and maintain strong relationships with Financial Advisor teams and clients.
Collaborate with team members to enhance team effectiveness, productivity, and satisfaction.
Share tax expertise and assist team members as needed.
Contribute to a positive and engaged team culture.
Maintain expertise in all aspects of tax compliance.
Maintain proficiency in tax-related software, tools, and procedures used at WETCS.
Expand tax expertise in at least one area of tax each year through continuing professional education and individual learning.
Stay informed about current trends in tax and the tax services industry.
Answer tax-related questions and act as a Subject Matter Expert (SME) for Financial Advisor teams and other WEG employees.
All other duties as assigned.

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)