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 Wealth Enhancement Tax & Consulting Services (WETCS) is looking for a Sr. Tax Advisor. This person will be accountable for delivering high-quality tax advice, planning, and return preparation services to assigned WETCS clients and ensuring high client and Wealth Enhancement Group (WEG) Financial Advisor satisfaction through this role’s work and interactions.
The Sr. Tax Advisor collaborates with other WETCS and WEG employees to improve individual and team expertise, effectiveness, efficiency and satisfaction, and helps enhance the WETCS and WEG brands via high quality work output and professional, responsive, and respectful interactions with clients, WEG employees, and professional communities.
This role offers the remote work option, as well as excellent career growth potential.
Primary Job Functions
Tax Advisory, Planning and Preparation (~80%)
Prepare tax returns, including related work documents for Individuals and one or more of these categories: Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations, and Foreign Reporting.
Prepare tax strategies and projections.
Provide tax planning advice to clients and their WEG Financial Advisors.
Conduct tax research and planning, including but not limited to CCH Intelliconnect, BNA projections, special research projects, and retirement account recommendations.
Review and respond to tax notices.
Respond State and Federal Auditors inquiries and work to resolve them.
Amend tax returns.
Help Drive Effectiveness, Productivity and Revenue Increases (~5%)
Help identify and/or operationalize process, systems, tools, and communications improvements to enhance effectiveness, productivity and responsiveness.
Help identify opportunities to increase value delivered to clients and revenue for WETCS and Financial Advisor teams while working with clients.
When appropriate, promote WETCS services offerings to assigned tax clients.
Ensure that urgent or high impact issues affecting assigned clients are quickly resolved.
Foster Teamwork (~7%)
Build and maintain good relationships with Financial Advisor teams and clients.
Collaborate with team members to improve team effectiveness, productivity, and satisfaction.
Share tax expertise and assist team members as appropriate.
Contribute to maintaining a positive and fun team culture.
Tax expertise and Professional Growth (~8%)
Maintain expertise in all aspects of tax compliance.
Maintain fluency in tax related software, tools and procedures used at WETCS.
Grow your 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.
Education/Qualifications
Bachelor’s in Finance or Business; BS in Accounting preferred.
CPA or EA required.
Minimum of 7 years of tax accounting experience.
Experience preparing high net worth individual tax returns (1040).
Experience preparing at least one of the following types of tax returns: Trust, Gift, Estate, S Corp, C Corp, Partnerships, LLC, Private Foundation, Foreign Reporting.
Experience doing tax planning and projections.
Strong verbal and written communication skills.
Excellent financial acuity.
Proficiency in Excel, CCH Axcess / ProSystems software, and CCH Intelliconnect
Personal Characteristics
Collaborative; strong team-orientation.
Professional attitude; treats everyone with respect.
Positive solution-focused attitude.
Detail oriented and diligent.
Drive for results and excellence.
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 and dental coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care spending account
Vision coverage
Wellness programs and resources
Life insurance – employer paid
Short-term and long-term disability – employer paid
Paid Time Off
10 paid holidays each year
Paid parental 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.
