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

Wealth Enhancement; Houston (TX); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

HSA with employer contribution

401k with match

18 days PTO (plus holidays)

Job summary

Wealth Enhancement seeks a Tax Advisor to deliver high-quality tax advice, planning, and return preparation for assigned clients. This hybrid role collaborates with Financial Advisors and team members to optimize client outcomes and firm growth.

The position requires CPA/EA/JD credentials and at least 5 years of tax accounting experience, with a focus on high net worth clients and ongoing professional development.

Qualifications

• Bachelor's degree (or equivalent experience).
• CPA, Enrolled Agent (EA), or JD; JD preferred.
• At least 5 years of tax accounting experience.
• Experience preparing high net worth individual tax returns (1040).
• Experience in tax planning and projections.
• Proficiency with Excel, Word, CCH Axcess/ProSystems, and CCH Intelliconnect.
• Strong verbal and written communication; team-oriented.
• Workday experience preferred.
• AI literacy: ability to use AI tools effectively.

Responsibilities

• Prepare tax returns and related work documents for individuals and entities (including partnerships, trusts, etc).
• Prepare tax strategies and projections.
• Provide tax planning advice to clients and Financial Advisors.
• Conduct tax research using CCH Intelliconnect and other resources.
• Review and respond to tax notices and auditor inquiries.
• Amend tax returns as needed.

Skills

Communication skills

Teamwork

Attention to detail

AI literacy

Education

Bachelor's degree

CPA/EA/JD

5+ years tax experience

Tools

CCH Axcess/ProSystems

CCH Intelliconnect

Excel

Word

Job description

Wealth Enhancement seeks a Tax Advisor to deliver high-quality tax advice, planning, and return preparation for assigned clients. This hybrid role collaborates with Financial Advisors and team members to optimize client outcomes and firm growth.

The position requires CPA/EA/JD credentials and at least 5 years of tax accounting experience, with a focus on high net worth clients and ongoing professional development.