Remote Tax Advisor for High-Net-Worth Clients

Wealth Enhancement Group; Oregon; Híbrido; USD 115.000 - 135.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental and vision coverage

Health Savings Account (HSA) with and

401k with match and profit sharing

Paid time off (PTO) and holidays

Tuition and licensing reimbursement

Descripción de la vacante

Wealth Enhancement Group is seeking a Tax Advisor for a fully remote role based in the United States. The position offers a base salary from $115,000 to $135,000, exclusive of bonuses and benefits.

The expert will manage WETCS clients, collaborate with Financial Advisor teams, and lead tax preparation, planning, and advisory services for complex individual returns and multi-entity structures. Candidates should have a Bachelor's degree (CPA/EA/JD preferred) and at least 7 years of progressive tax

Formación

• Bachelor's degree in accounting, taxation, finance, business, or related field required; accounting degree preferred.
• CPA, Enrolled Agent, or JD required.
• Minimum of 7 years of progressive tax compliance, planning, and advisory experience, including complex individual income tax preparation and review.
• Experience with high-net-worth individuals and families; equity compensation, trusts and estates, multi-state taxation, retirement planning, charitable giving strategies preferred.

Responsabilidades

• 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 to discuss 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 proactively communicate engagement status, next steps, and outstanding items.
• Communicate complex tax concepts clearly and provide proactive, timely, professional, client-focused services.
• Identify high-risk matters and involve leadership or specialists when appropriate.
• Prepare, review, and sign federal, state, and local income tax returns, with focus on complex and high-net-worth returns.
• Prepare returns for partnerships, S corporations, C corporations, trusts, estates, and other entities as needed.
• Provide year-round tax planning and guidance including equity compensation, trusts and estates, multi-state taxation, retirement planning, and charitable giving.

Conocimientos

Client management

Tax advisory

Communication

Team collaboration

Educación

Bachelor's degree in accounting/finance

CPA/EA/JD

Herramientas

CCH Axcess

Bloomberg Tax Planner

Descripción del empleo

Wealth Enhancement Group is seeking a Tax Advisor for a fully remote role based in the United States. The position offers a base salary from $115,000 to $135,000, exclusive of bonuses and benefits.

The expert will manage WETCS clients, collaborate with Financial Advisor teams, and lead tax preparation, planning, and advisory services for complex individual returns and multi-entity structures. Candidates should have a Bachelor's degree (CPA/EA/JD preferred) and at least 7 years of progressive tax