Remote Tax Advisor for High-Net-Worth Clients

Wealth Enhancement; États-Unis; À distance; USD 115 000 - 135 000; Plein temps

Avantages offerts par ce poste

Medical, dental and vision coverage

Health Savings Account (HSA)

Life and AD&D insurance

Short-term and long-term disability

401(k) with match

Résumé du poste

Wealth Enhancement is seeking a Tax Advisor to independently manage a portfolio of WETCS clients and deliver high-quality tax preparation, planning, and advisory services. The role partners with WE Financial Advisor teams to provide proactive tax guidance within the broader client relationship.

This remote position has no sales requirements and offers a base salary between $115,000 and $135,000, exclusive of bonuses.

Qualifications

• 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 working directly with high-net-worth individuals and families and providing tax planning and projections.
• Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses preferred.
• Demonstrated 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.
• Proficient at using AI and digital tools.

Responsabilités

• 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 help 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, and client-focused services.
• 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, with a primary focus on complex and high-net-worth individual returns.
• Prepare tax projections, estimated tax calculations, and amended returns, while proactively identifying tax savings opportunities.
• Provide year-round tax planning and practical guidance, including matters involving equity compensation, trusts and estates, multi-state taxation, business owners, 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 the client’s financial plan.

Connaissances

Communication skills

Analytical ability

Attention to detail

Proficiency in tax software

Formation

Bachelor’s degree in accounting, taxation, finance, business, or related field

CPA, Enrolled Agent, or JD

Outils

CCH Axcess

Bloomberg Tax Planner (BNA)

Description du poste

Wealth Enhancement is seeking a Tax Advisor to independently manage a portfolio of WETCS clients and deliver high-quality tax preparation, planning, and advisory services. The role partners with WE Financial Advisor teams to provide proactive tax guidance within the broader client relationship.

This remote position has no sales requirements and offers a base salary between $115,000 and $135,000, exclusive of bonuses.