Hybrid Tax Advisor, High-Net-Worth Planning

Wealth Enhancement Group; Houston (TX); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

HSA with employer contribution

Life and AD&D insurance

401k with match and profit sharing

18 days PTO, 25 after 4 years

12 paid holidays

Job summary

Wealth Enhancement Group seeks a Tax Advisor to deliver high-quality tax advice, planning, and return preparation for clients. This hybrid role requires collaboration with Financial Advisors and adherence to CPA/EA/JD standards.

The position emphasizes planning, research, and proactive client service, with salary from $85,000 to $110,000 and comprehensive benefits. Industry knowledge and AI literacy are valued.

Qualifications

• Bachelor's degree or equivalent required.
• 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 and Word; familiarity with CCH Axcess/ProSystem and CCH Intelliconnect.
• Strong verbal and written communication skills.

Responsibilities

• Tax Preparation, Planning, and Advisory Services for clients.
• Prepare tax returns for individuals and, if applicable, partnerships and corporations.
• Provide tax strategies and projections to clients and advisors.
• Respond to tax notices and auditor inquiries.
• Identify process improvements to enhance efficiency and client value.
• Collaborate with Advisor teams to deliver high-quality tax services.

Skills

Tax planning

Tax compliance

Client advisory

Excel

Communication

AI literacy

Education

Bachelor's degree or equivalent

CPA, EA, or JD

JD preferred

Tools

CCH Axcess/ProSystem

CCH Intelliconnect

Job description

Wealth Enhancement Group seeks a Tax Advisor to deliver high-quality tax advice, planning, and return preparation for clients. This hybrid role requires collaboration with Financial Advisors and adherence to CPA/EA/JD standards.

The position emphasizes planning, research, and proactive client service, with salary from $85,000 to $110,000 and comprehensive benefits. Industry knowledge and AI literacy are valued.