Tax Advisor (Hybrid role)

Wealth Enhancement Group • Charlotte, NC

2d • Hybrid

About The Position

The Tax Advisor independently manages an assigned portfolio of Wealth Enhancement Tax and Consulting Services (WETCS) clients and provides 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 deliver proactive, practical tax guidance within clients’ broader financial relationships. The Tax Advisor is accountable for client relationships, final work product, deadlines, and service quality. The role may use junior staff, approved tax software, workflow tools, automation, and artificial intelligence while retaining responsibility for client outcomes. There are 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 posted starting base salary range is $115,000 to $135,000, exclusive of bonuses and benefits.

Wealth Enhancement is an independent wealth management firm serving more than 90,000 households from more than 175 offices nationwide. Founded in 1997, the firm provides personalized financial planning and investment management services through its team-based Roundtable and UniFi processes.

Requirements

• Bachelor’s degree in accounting, taxation, finance, business, or a related field; an accounting degree is preferred.
• CPA, Enrolled Agent, or JD credential 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.
• Ability to delegate work and use 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 in a clear, practical, and client-friendly manner.
• Proficiency with AI and digital tools.
• Ability to work independently in a fully remote environment while collaborating with a broader team.

Nice To Haves

• 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.
• Accounting degree 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 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 proactively.
• Explain complex tax concepts clearly and provide 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, 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 the Tax Advisor’s experience.
• Prepare tax projections, estimated tax calculations, and amended returns, and proactively identify tax savings opportunities.
• Provide year-round tax planning and guidance on matters such as equity compensation, trusts and estates, multi-state taxation, business ownership, 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 delegated and technology-assisted work, and provide staff with direction and technical guidance 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 and participate in 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 while 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 accrued 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, available after meeting service requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior