Sr Tax Advisor

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.

We are looking for a Sr Tax Advisor to join our Houston, Texas office. The role is an on‑site position located at 8588 Katy Fwy.

In the spirit of pay transparency, the base salary range for this position is $90,000.00 to $, exclusive of bonuses and benefits.

• Prepare individual, partnership, S‑Corporation, C‑Corporation, trust, estate, foundation, payroll, sales tax, and foreign reporting tax returns, including all related documentation.
• Prepare tax projections for Financial Advisors and clients.
• Provide comprehensive tax planning advice to Financial Advisors and clients.
• Maintain fluency in all aspects of tax compliance.
• Conduct tax research and planning using tools such as CCH Intelliconnect and BNA projections; participate in special research projects and retirement account recommendations.
• Respond to and work with state and federal auditors, as needed.
• Amend tax returns as appropriate.
• Review and respond to tax notices.

• Identify and implement improvements to processes, systems, and communications to enhance team effectiveness and responsiveness.
• Participate in ad‑hoc meetings to support tax initiatives for Financial Advisor teams.
• Identify additional opportunities to increase value delivered to clients and support revenue growth for Wealth Enhancement Tax & Consulting Services (WETCS) and Financial Advisor teams.
• Promote WETCS service offerings to assigned tax clients when appropriate.

• Build and maintain productive relationships with Financial Advisor teams and clients.
• Serve as a subject matter partner to internal support teams.
• Develop and implement training plans for non‑tax staff as needed.
• Train new staff on company policies and procedures.
• Collaborate with colleagues to enhance team effectiveness and satisfaction.
• Share expertise by answering tax‑related questions and acting as a subject matter expert for Financial Advisor teams and other WEG employees.
• Maintain fluency in relevant tax software and procedures.
• Contribute to maintaining a positive and professional work environment.
• Participate in off‑site tax meetings.
• All other duties as assigned.

• Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field.
• Minimum of 7 years in financial services.
• Minimum of 7 years of public accounting experience, with a focus on tax accounting preferred.
• Minimum of 2 years as a CPA or Enrolled Agent required.
• Strong interpersonal skills to develop team and client relationships.
• Strong attention to detail and process orientation.
• Proficiency in Microsoft Excel, Microsoft Word, Pro Systems Access Tax, Pro Systems Access Scan, and related Pro Systems products preferred.
• Familiarity with Salesforce and support organization functionality.
• Experience with Workday preferred.
• Superior verbal and written communication skills.

• 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.
• 401(k) 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…