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—which are 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

Houston, Texas office – On‑site location at 8588 Katy Fwy. This Sr Tax Advisor is responsible for providing comprehensive tax advice, planning, and return preparation services to clients. The role is integral to the financial well‑being and satisfaction of both clients and Wealth Enhancement Group (WEG) Financial Advisors.

Base salary range: $90,000 – $100,000 exclusive of bonuses and benefits.

• Tax Preparation and Compliance – 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.
• Process Improvement and Revenue Growth – 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.
• Team Collaboration and Knowledge Sharing – 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.
• 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 supporting 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 paid caregiver leave (caregiver leave available after 6 months of tenure).
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements).

Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.