Sr Tax Advisor

About the role

Wealth Enhancement is seeking a Senior Tax Advisor to join our Houston, Texas office. This position 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.

Responsibilities

• 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 offsite tax meetings.

Requirements

• 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, ProSystems Access Tax, ProSystems Access Scan, and related ProSystems products preferred.
• Familiarity with Salesforce and support organization functionality.
• Experience with Workday preferred.
• Superior verbal and written communication skills.

Qualifications

• 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 be eligible to participate in the following benefits & development opportunities:

• 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)