Tax Advisor for High-Net-Worth Clients (Hybrid)

Wealth Enhancement Group, LLC; Charlotte (NC); Híbrido; USD 115.000 - 135.000; Jornada completa

Descripción de la vacante

Wealth Enhancement seeks a Tax Advisor in Charlotte, NC, to manage WETCS client portfolios, delivering tax preparation, planning, and advisory services. The role collaborates with Financial Advisor teams to optimize client outcomes in a client-facing, hybrid environment.

The position requires a CPA/EA/JD and 7+ years of complex tax experience with high-net-worth individuals, including equity compensation and multi-state taxation. Base pay ranges from $115,000 to $135,000 plus benefits.

Formación

• Bachelor’s degree in accounting, taxation, finance, business, or related field is 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 returns.

Responsabilidades

• Manage an assigned portfolio of WETCS clients and serve as the primary tax contact.
• Collaborate with Financial Advisor teams to identify tax opportunities and add after-tax value.
• Lead client meetings to discuss tax preparation, planning opportunities, questions, and recommendations.
• Manage deadlines, deliverables, information requests, estimated payments, extensions, notices, and follow-ups.
• Provide year-round tax planning and practical guidance for equity compensation, trusts, estates, multi-state taxation, retirement planning, and charitable giving.

Conocimientos

Client service

Communication

Leadership

Attention to detail

Remote work familiarity

Educación

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

CPA, Enrolled Agent, or JD

Herramientas

CCH Axcess

Bloomberg Tax Planner

Descripción del empleo

Wealth Enhancement seeks a Tax Advisor in Charlotte, NC, to manage WETCS client portfolios, delivering tax preparation, planning, and advisory services. The role collaborates with Financial Advisor teams to optimize client outcomes in a client-facing, hybrid environment.

The position requires a CPA/EA/JD and 7+ years of complex tax experience with high-net-worth individuals, including equity compensation and multi-state taxation. Base pay ranges from $115,000 to $135,000 plus benefits.