Remote Tax Advisor - HNW Planning & AI Tools

Wealth Enhancement Group, LLC; United States; Remote; USD 115,000 - 135,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

Life insurance

Dental & Vision

Job summary

Wealth Enhancement Group is seeking a Tax Advisor to independently manage an assigned WETCS client portfolio and deliver high-quality tax preparation, planning, and advisory services. This remote role partners with WE Financial Advisor teams to optimize after-tax value and ensure timely, accurate client work.

The position emphasizes client relationships, proactive tax guidance, and leadership in applying AI tools to improve service quality while maintaining compliance and deadlines.

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.

Responsibilities

• Lead client meetings to discuss tax preparation, planning opportunities, questions, and recommendations.
• Prepare, review, and sign federal, state, and local income tax returns, including complex entity returns.
• Provide year-round tax planning and practical guidance, including equity compensation, trusts/estates, multi-state taxation, and retirement planning.
• Leverage AI tools to increase efficiency while ensuring accuracy, privacy, and compliance.
• Collaborate with Financial Advisor teams to identify tax considerations within the client’s financial plan.
• Manage client deadlines, deliverables, information requests, and engagement status.

Skills

Client relationship mgmt

Proactive tax guidance

Team collaboration

Written and verbal communication

Remote work capability

Education

Bachelor's degree in accounting or finance

CPA/EA/JD

7+ years tax compliance/planning experience

Experience with high-net-worth clients

Equity compensation, trusts/estates, multi-state taxation

Strong analytical skills

Tools

CCH Axcess

Bloomberg Tax Planner

Tax research platforms

Job description

Wealth Enhancement Group is seeking a Tax Advisor to independently manage an assigned WETCS client portfolio and deliver high-quality tax preparation, planning, and advisory services. This remote role partners with WE Financial Advisor teams to optimize after-tax value and ensure timely, accurate client work.

The position emphasizes client relationships, proactive tax guidance, and leadership in applying AI tools to improve service quality while maintaining compliance and deadlines.