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Wealth Enhancement · 20 hours ago

Sr. Tax Advisor

United States

Full-time

Remote

Senior Level, Lead/Staff

$110K/yr - $135K/yr

10+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Sr. Tax Advisor is responsible for delivering high-quality tax advice, planning, and return preparation services to clients, ensuring satisfaction through effective collaboration with team members and clients.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Tax Advisory, Planning and Preparation (~85%)

Prepare and review tax returns, including related work documents for Individuals and one or more of these categories: Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations, and Foreign Reporting

Prepare tax strategies and projections

Provide tax planning advice to clients and their WEG Financial Advisors

Conduct tax research and planning, including but not limited to BNA projections, special research projects, and retirement account recommendations

Review and respond to tax notices

Respond State and Federal Auditors inquiries and work to resolve them

Amend tax returns

Help Drive Effectiveness, Productivity and Revenue Increases (~2%)

Help identify opportunities to increase value delivered to clients and revenue for WETCS and Financial Advisor teams while working with clients

When appropriate, promote WETCS services offerings to assigned tax clients

Ensure that urgent or high impact issues affecting assigned clients are quickly resolved

Foster Teamwork (~5%)

Build and maintain good relationships with WETCS staff, Financial Advisors, and clients

Collaborate with and support team members to improve team effectiveness

Share tax expertise and assist team members as appropriate

Contribute to maintaining a positive and fun team culture

Tax expertise and Professional Growth (~8%)

Maintain expertise in all aspects of tax compliance

Maintain fluency in tax related software, tools and procedures used at WETCS

Grow your 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 Wealth Enhancement employees

Qualification

CPATax PlanningTax Return PreparationExcelCCH Axcess / ProSystemsProfessional AttitudeCommunication SkillsTeam CollaborationDetail OrientedPositive Attitude

Required

Bachelor's in Finance or Business; BS in Accounting preferred

CPA, EA, or JD required

Minimum of 10 years of tax accounting experience

Minimum of 6 years experience preparing high net worth individual tax returns (1040)

Minimum of 3 years experience preparing at least two of the following types of tax returns: Trust, Estate, S Corp, Partnerships, LLC, Private Foundation

Experienced in complex tax planning and consulting

Strong verbal and written communication skills

Excellent financial acuity

Proficiency in Excel, CCH Axcess / ProSystems

Collaborative; strong team-orientation

Professional attitude; treats everyone with respect

Positive solution-focused attitude

Detail oriented and diligent

Drive for results and excellence

Benefits

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)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees