Tax Advisor

About Wealth Enhancement Group

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 61,000 households from our over 100 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.

Our Houston, TX San Felipe office has an excellent opportunity for a Tax Advisor. The Tax Advisor will support and deliver the timely and accurate processing of tax returns that are contracted through the WETCS department. They will work with WEG Advisors to promote the tax offerings with their clients.

The salary target for this role is $85,000.00 - $95,000.00 depending on experience.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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 and Compliance

• Prepare tax returns, including related work documents: individual, Partnership, S-Corp, C-Corp, Trusts & Estates, and Foundations (Forms 1040, 1065, 1120S, 1120, 1041, 709 respectively)

• Communicate directly with clients as needed

• Maintain fluency in all aspects of tax compliance

• First level review of returns

• Conduct tax research and planning, including but not limited to CCH AnswerConnect, BNA tax planning, special research projects, retirement account tax recommendations and set-up

• Review and respond to notices from federal, state, and other regulatory agencies

• Prepare and review tax projections, recommend estimated tax payments

• Amend tax returns as needed

Drive Productivity

• Identify iterations in current applications to enhance productivity and timeliness

• Be prepared to join client meetings to support tax work for IM/FP teams as needed

Continued learning on relevant skills and trends/Job Knowledge

• Answer tax related questions and act as a Subject Matter Expert (SME) for Partners and Planners

• Study and research current industry trends

• Maintain fluency in all tax related software procedures

Education/Qualifications

• Bachelor’s degree in Finance, Business, or Accounting preferred

• CPA or EA required

• 3+ years of recent tax preparation experience, public tax accounting experience a plus

• Proficiency in Excel, Work, CCH ProSystems Access Tax, CCH ProSystems Access Scan, and all other CCH ProSystems products preferred

• Experience with bookkeeping software including QuickBooks also preferred

• Strong interpersonal skills required to develop team and client relationships

• Attention to detail and process, strong verbal and written communication skills

• Ability to work in a dynamic environment and make decisions

• On-site position with some remote work flexibility

#LI - Onsite

#LI - MR1

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care and transit spending accounts

• Wellness programs and resources

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability – employer paid

• Employee assistance plan

• Accident and critical illness

• Pet insurance

• Identity theft

• Paid Time Off

• 12 paid holidays each year

• Paid parental leave and paid caregiver leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.