Tax Advisor (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

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.

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.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Tax Advisor

This role is accountable for delivering high-quality tax advice, planning, and tax return preparation services to assigned clients, ensuring high client and Wealth Enhancement Financial Advisor satisfaction through diligent work and collaborative interactions.

This is a Hybrid position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $110,000.00, exclusive of bonuses and benefits.

Primary Job Functions

• Prepare tax returns and related work documents for individuals, and, if applicable, for partnerships, S-corporations, C-corporations, trusts, estates, foundations, payroll, sales tax, and foreign reporting (FBAR).
• Prepare tax strategies and projections.
• Provide tax planning advice to clients and their WEG Financial Advisors.
• Conduct tax research and planning, utilizing resources such as CCH Intelliconnect, BNA projections, special research projects, and retirement account recommendations.
• Review and respond to tax notices.
• Respond to state and federal auditor inquiries and work towards their resolution.
• Amend tax returns

Process Improvement and Revenue Enhancement

• Identify and operationalize improvements in processes, systems, tools, and communications to enhance effectiveness, productivity, and responsiveness.
• Identify opportunities to increase value delivered to clients and revenue for WETCS and Financial Advisor teams.
• Promote WETCS service offerings to assigned tax clients when appropriate.
• Ensure urgent or high-impact issues affecting assigned clients are promptly resolved

Teamwork and Collaboration

• Build and maintain strong relationships with Financial Advisor teams and clients.
• Collaborate with team members to enhance team effectiveness, productivity, and satisfaction.
• Share tax expertise and assist team members as needed.
• Contribute to a positive and engaged team culture

Tax Expertise and Professional Growth

• Maintain expertise in all aspects of tax compliance.
• Maintain proficiency in tax-related software, tools, and procedures used at WETCS.
• Expand tax expertise in at least one area of tax each year through continuing professional education and individual learning.
• Stay informed about current trends in tax and the tax services industry.
• Answer tax-related questions and act as a Subject Matter Expert (SME) for Financial Advisor teams and other WEG employees.
• All other duties as assigned

Education/Qualifications

• Bachelor's degree (or equivalent experience)
• CPA, Enrolled Agent (EA), or JD required; JD preferred
• Minimum of 5 years of tax accounting experience
• Experience preparing high net worth individual tax returns (1040)
• Experience in tax planning and tax projections
• Proficiency in Microsoft Excel, Microsoft Word, CCH Axcess/ProSystems, and CCH Intelliconnect
• Strong verbal and written communication skills
• Excellent financial acuity and bookkeeping skills
• Collaborative, with a strong team orientation
• Positive, solution-focused attitude
• Detail oriented and diligent
• Drive for results and excellence
• Experience with Workday preferred
• Demonstrated AI literacy, including:
• Effective use of AI tools and technologies in daily work tasks
• Ability to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards
• Comfort with learning new AI applications and understanding their use cases and limitations
• Commitment to continued learning and adaptation as AI technology evolves

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $57,750 - $126,000. However, the base salary range bolded above ($85,000.00 to $110,000.00) is what we expect to pay as a starting range for this position.

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)

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.

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