Tax Advisor; Hybrid

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 Uni Fi 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

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 $ , 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.

• 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.

• 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.

• 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.

• 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.

• 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/Pro Systems, 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…