Sr Tax Advisor

Wealth Enhancement; Houston (TX); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

PTO and holidays

Life and AD&D insurance

Job summary

Wealth Enhancement seeks a Sr Tax Advisor in Houston, TX to provide comprehensive tax advice, planning, and return preparation services. This role focuses on technical expertise and service delivery within Wealth Enhancement Tax & Consulting Services (WETCS) and allied teams.

The position is on-site at 8588 Katy Fwy with a base salary of $90,000.00 to $100,000.00, exclusive of bonuses and benefits. CPA/EA credentials and seven-plus years in financial services and public accounting are preferred.

Qualifications

• Bachelor’s degree in business, finance, economics, or a related field.
• Minimum of 7 years in financial services.
• Minimum of 7 years of public accounting experience, with a focus on tax accounting preferred.
• Minimum of 2 years as a CPA or Enrolled Agent required.
• Strong interpersonal skills to develop team and client relationships.
• Proficiency in Microsoft Excel, ProSystems Access Tax/Scan, and related ProSystems products.

Responsibilities

• Prepare individual, partnership, S‑Corporation, C‑Corporation, trust, estate, foundation, payroll, sales tax, and foreign reporting tax returns, including all related documentation.
• Prepare tax projections for Financial Advisors and clients.
• Provide comprehensive tax planning advice to Financial Advisors and clients.
• Maintain fluency in all aspects of tax compliance.
• Conduct tax research and planning using tools such as CCH Intelliconnect and BNA projections; participate in special research projects and retirement account recommendations.
• Respond to and work with state and federal auditors, as needed.
• Amend tax returns as appropriate.
• Review and respond to tax notices.

Skills

CPA/EA

Public accounting

Tax accounting

Excel

Salesforce

Workday

Education

Bachelor's degree

Tools

ProSystems

ProSystems Access Tax

ProSystems Access Scan

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Our Houston, Texas office has an exciting opportunity for a Sr Tax Advisor. This position is responsible for providing comprehensive tax advice, planning, and return preparation services to clients. This role is an integral contribution to the financial well‑being and satisfaction of both clients and Wealth Enhancement Group (WEG) Financial Advisors. This is a critical position within the team, focusing on technical expertise and excellent service delivery.

This role is an On‑site position at 8588 Katy Fwy.

In the spirit of pay transparency, the base salary range for this position is $90,000.00 to $100,000.00, 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 and Compliance

• Prepare individual, partnership, S‑Corporation, C‑Corporation, trust, estate, foundation, payroll, sales tax, and foreign reporting tax returns, including all related documentation.
• Prepare tax projections for Financial Advisors and clients.
• Provide comprehensive tax planning advice to Financial Advisors and clients.
• Maintain fluency in all aspects of tax compliance.
• Conduct tax research and planning using tools such as CCH Intelliconnect and BNA projections; participate in special research projects and retirement account recommendations.
• Respond to and work with state and federal auditors, as needed.
• Amend tax returns as appropriate.
• Review and respond to tax notices.

Process Improvement and Revenue Growth

• Identify and implement improvements to processes, systems, and communications to enhance team effectiveness and responsiveness.
• Participate in ad hoc meetings to support tax initiatives for Financial Advisor teams.
• Identify additional opportunities to increase value delivered to clients and support revenue growth for Wealth Enhancement Tax & Consulting Services (WETCS) and Financial Advisor teams.
• Promote WETCS service offerings to assigned tax clients when appropriate.

Team Collaboration and Knowledge Sharing

• Build and maintain productive relationships with Financial Advisor teams and clients.
• Serve as a subject matter partner to internal support teams.
• Develop and implement training plans for non‑tax staff as needed.
• Train new staff on company policies and procedures.
• Collaborate with colleagues to enhance team effectiveness and satisfaction.
• Share expertise by answering tax‑related questions and acting as a subject matter expert for Financial Advisor teams and other WEG employees.
• Maintain fluency in relevant tax software and procedures.
• Contribute to maintaining a positive and professional work environment.
• Participate in off‑site tax meetings.
• All other duties as assigned.

Education/Qualifications

• Bachelor’s degree (or equivalent experience) in business, finance, economics, or a related field.
• Minimum of 7 years in financial services.
• Minimum of 7 years of public accounting experience, with a focus on tax accounting preferred.
• Minimum of 2 years as a CPA or Enrolled Agent required.
• Strong interpersonal skills to develop team and client relationships.
• Strong attention to detail and process orientation.
• Proficiency in Microsoft Excel, Microsoft Word, ProSystems Access Tax, ProSystems Access Scan, and related ProSystems products preferred.
• Familiarity with Salesforce and support organization functionality.
• Experience with Workday preferred.
• Superior verbal and written communication skills.

Comprehensive Benefits Offerings

• 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).

Accommodation and E‑Verify

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763‑417‑1700.

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.

Click the following link to view Federal and E‑Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone and 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.