Tax Advisor | Hybrid, High-Net-Worth Planning

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

Benefits offered by this job

Hybrid work model

Comprehensive benefits

PTO and holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking a Tax Advisor to deliver high‑quality tax advice, planning, and return preparation. This hybrid role serves assigned clients with collaborative support from Wealth Enhancement Financial Advisors, focusing on complex tax planning and compliance.

Required are a CPA/EA/JD, 5+ years of tax accounting, and experience with high net worth returns. Proficiency in tax software and Excel is essential, with ongoing AI literacy encouraged.

Qualifications

• Bachelor’s degree or equivalent experience.
• CPA/EA/JD required; JD preferred.
• Minimum 5 years tax accounting experience.
• Experience preparing high net worth individual tax returns (1040).
• Experience in tax planning and tax projections.
• Proficiency with Excel, Word, and tax software (CCH Axcess/ProSystems, Intelliconnect).
• Strong verbal and written communication, teamwork, and detail orientation.
• Experience with Workday preferred and AI literacy.

Responsibilities

• Prepare tax returns and related documents for individuals and entities (partnerships, S/corps, C/corps, trusts, estates).
• Develop tax strategies and projections for clients.
• Provide tax planning advice alongside Wealth Enhancement Financial Advisors.
• Conduct tax research using industry resources and retirement account recommendations.
• Review and respond to tax notices; address state and federal inquiries.
• Identify process improvements to enhance efficiency and client value.

Skills

Strong communication skills

Team-oriented

Detail oriented

Drive for results

AI literacy awareness

Education

Bachelor's degree or equivalent experience

CPA/EA/JD required; JD preferred

Minimum 5 years tax accounting experience

Experience with high net worth 1040 returns

Experience in tax planning & projections

Tools

Excel

Word

CCH Axcess/ProSystems

CCH Intelliconnect

Workday

Job description

Wealth Enhancement Group is seeking a Tax Advisor to deliver high‑quality tax advice, planning, and return preparation. This hybrid role serves assigned clients with collaborative support from Wealth Enhancement Financial Advisors, focusing on complex tax planning and compliance.

Required are a CPA/EA/JD, 5+ years of tax accounting, and experience with high net worth returns. Proficiency in tax software and Excel is essential, with ongoing AI literacy encouraged.