Tax Consultant - Team

Wealth Enhancement Group•Elkhart, IN

About The Position

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. The Tax Consultant plays a key role in delivering integrated tax planning and advisory services to clients of Wealth Enhancement Group. This individual works closely with financial advisors, portfolio managers, and clients to develop tax-efficient strategies that align with overall financial goals. The Tax Consultant also ensures compliance with current tax laws and contributes to the firm’s thought leadership in tax-related matters.

Requirements

Bachelor’s degree (or equivalent experience) in Accounting, Finance, or related field; Master’s in Taxation preferred.
CPA or Enrolled Agent (EA) designation required.
5+ years of experience in tax planning and compliance, preferably in a wealth management or advisory setting.
Strong knowledge of individual, trust, and small business taxation.
Excellent analytical, communication, and interpersonal skills.
Proficiency in tax software and financial planning tools

Responsibilities

Provide proactive tax planning and consulting services to high-net-worth individuals, families, and small business owners.
Analyze client financial data to identify tax-saving opportunities and recommend strategies such as tax-loss harvesting, charitable giving, and entity structuring.
Collaborate with advisors to integrate tax strategies into comprehensive financial plans.
Review and interpret federal, state, and local tax regulations relevant to client situations.
Ensure accurate and timely filing of tax returns.
Assist clients with estimated tax payments, IRS correspondence, and audit support as needed.
Serve as the in-house tax resource for advisors and investment professionals.
Participate in client meetings to explain tax implications of investment and planning decisions.
Contribute to internal training and development on tax-related topics.
Stay current on tax law changes and assess their impact on client strategies.
Develop and maintain tax planning tools, templates, and best practices.
Contribute to white papers, newsletters, and client education materials on tax topics.