CPA, Enrolled Agent (EA), or JD required; JD preferred
Minimum 5 years of tax accounting experience
Experience preparing high net worth individual tax returns (1040)
Proficiency in Microsoft Excel, Word, CCH Axcess/ProSystems, and CCH Intelliconnect
Demonstrated AI literacy for enhancing productivity
Strong communication and collaboration skills
Responsibilities
Prepare tax returns for individuals and various entities
Develop tax strategies and projections for clients
Provide tax planning advice to clients and Financial Advisors
Conduct tax research utilizing industry resources
Review and respond to tax notices and audits
Identify and implement process improvements
Build strong relationships with clients and Financial Advisors
Benefits
Training and professional development opportunities
Comprehensive medical, dental, and vision coverage
Health Savings Account (HSA) with employer contributions
401k with matching and profit sharing
18 days of paid time off (PTO) plus holidays
Paid parental and caregiver leave
Tuition reimbursement for further education and licensing
Full Job Description
We have an exciting opportunity for a Tax Advisor! This role is accountable 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.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $110,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Tax Preparation, Planning, and Advisory Services
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.
Process Improvement and Revenue Enhancement
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.
Teamwork and Collaboration
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.
Tax Expertise and Professional Growth
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.
Education/Qualifications
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
Experience with Workday preferred
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
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $57,750 - $126,000. However, the base salary range bolded above ($85,000.00 to $110,000.00) is what we expect to pay as a starting range for this position.
#LI-NR1
#LI-Hybrid
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
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)
Should you need reasonable accommodation when completing the application form or during the selection
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
