Tax Advisor (Hybrid role)

Wealth Enhancement Group, LLC; Charlotte (NC); Hybrid; USD 115,000 - 135,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client service

Communication

Leadership

Attention to detail

Remote work familiarity

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

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.

We have an exciting opportunity for a Tax Advisor! The Tax Advisor independently manages an assigned portfolio of WETCS (Wealth Enhancement Tax and Consulting Services) 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. This position has no sales, business development, or revenue-generation requirements.

This is a Hybrid position, working partially from home and partially from our office in Charlotte, North Carolina.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $135,000.00, exclusive of bonuses and benefits.

We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

• Client Service Independently manage an assigned portfolio of WETCS 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.

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.

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.

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.

Improve Service Quality by Using AI and Digital Tools

• Use approved AI and digital tools to simplify work, improve service quality and increase efficiency, while validating outputs for accuracy, privacy and business alignment.
• Identify and elevate inaccurate information and knowledge gaps, or issues related to digital tools.

Education/Qualifications

• Bachelor’s degree in accounting, taxation, finance, business, or related field 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 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.
• Accountable, organized, responsive, proactive, and committed to high-quality client service.
• Able to communicate complex tax matters in a clear, practical, and client-friendly manner.
• Comfortable working independently in a fully remote environment while collaborating with a broader team.
• Proficient at using AI and digital tools.
• 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 $87,400.00 - $131,000.00. However, the base salary range bolded above ($115,000.00 to $135,000.00) 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)

Equal Opportunity Employer, E-Verify, and Accessibility

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.

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.

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.

Wealth Enhancement Careers