Senior
Wealth Enhancement Group, LLC · Houston, Texas · Hybrid
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Prepare and advise on tax returns and planning for high net worth individual clients and related entities.
Worth knowing: Must have CPA EA or JD with minimum 5 years tax experience
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 ! 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. 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 Tax Preparation, Planning, and Advisory Services 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.
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