Tax Advisor

TalentBridge; Charlotte (NC); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short term disability

401(k)

Job summary

TalentBridge is seeking a Tax Advisor in Charlotte, NC (Hybrid) to lead a portfolio of WETCS clients, delivering tax preparation, planning, and advisory services.

The role partners with Wealth Enhancement teams, guides junior staff, uses approved software and AI, and owns client outcomes, deadlines, and quality.

Qualifications

• Bachelor's degree in accounting, taxation, finance, business, or related field required.
• CPA, Enrolled Agent, or JD required.
• Minimum of 7 years of progressive tax compliance, planning, and advisory experience.
• Experience with high-net-worth individuals and estates preferred.
• Proficient with tax software and research platforms.

Responsibilities

• Independently manage an assigned client portfolio and serve as primary tax contact.
• Lead client meetings to discuss tax preparation, planning opportunities, and recommendations.
• Prepare, review, and sign federal, state, and local returns for individuals, partnerships, trusts, and corporations.
• Provide year-round tax planning, projections, and advisory guidance.
• Collaborate with Financial Advisor teams to align tax with the overall plan.
• Use AI and workflow tools to improve efficiency while owning the final work product.

Skills

Tax compliance

Tax planning

Advisory

Client meetings

Communication

Attention to detail

Education

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

CPA, Enrolled Agent, or JD

Tools

CCH Axcess

Bloomberg Tax Planner

Job description

Job Title: Tax Advisor
Location: Charlotte, NC (Hybrid)
Duration: Full-Time Permanent (FTP)

Must Have:

CPA, EA, or JD required

Position Summary

The Tax Advisor independently manages an assigned portfolio of WETCS clients and delivers high-quality tax preparation, planning, and advisory services. As the primary tax contact, the Tax Advisor partners closely with clients and Wealth Enhancement (WE) Financial Advisor teams to provide proactive, practical tax guidance within the client's broader financial relationship. This client-facing role is accountable for the client relationship, final work product, deadlines, and overall quality of service. The Tax Advisor may leverage junior staff, approved tax software, workflow tools, automation, and artificial intelligence while retaining ownership of client outcomes.

Primary Responsibilities

1. Client Service

• Independently manage an assigned portfolio of 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.

2. Tax Preparation, Planning & Advisory

• Prepare, review, and sign federal, state, and local income tax returns, with a primary focus on complex and high-net-worth individual returns.
• Prepare, review, and sign partnership, S corporation, C corporation, trust, estate, and other returns based on client needs and the Tax Advisor's experience.
• 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.

3. Technology & Staff Leverage

• Use approved tax software, workflow tools, automation, and AI technology to efficiently manage client responsibilities.
• Delegate appropriate preparation and support work to junior staff.
• Review delegated and technology-assisted work for accuracy and completeness.
• Provide direction and technical guidance to junior staff while maintaining responsibility for the final work product.

4. Workflow & Team Collaboration

• Manage competing client priorities and filing deadlines while maintaining accurate engagement status and adhering to WETCS standard procedures, documentation expectations, and compliance requirements.
• Attend and participate in scheduled team meetings.
• Proactively communicate potential capacity, deadline, or client-service issues.
• Collaborate with Tax Advisors, Financial Advisor teams, and other WETCS and WEG colleagues to share technical knowledge and best practices.
• Contribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives.

Education & Credentials

• Bachelor's degree in accounting, taxation, finance, business, or related field required; accounting degree preferred.
• CPA, Enrolled Agent, or JD required.

Required Experience & Skills

• 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.
• Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms preferred.
• Comfortable delegating work and leveraging professional tax software, automation, workflow tools, and approved AI technology.
• Stay current on tax laws, regulations, and industry developments through ongoing professional education and completion of required CPE hours.

TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!