Tax Advisor

About reputed company reputed company 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 reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - reputed company. Since 1997, reputed company has tirelessly raised reputed company of wealth management with specialized knowledge and more reputed company service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a Tax Advisor. This role is accountable for delivering high-quality tax advice, planning, and return preparation services to assigned WETCS clients and ensuring high client and reputed company (WEG) Financial Advisor satisfaction through this role's work and interactions. The 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 reputed company high quality work output and professional, reputed company, and respectful interactions with clients, WEG employees, and professional communities. This role offers the remote work option, as well as excellent career growth potential. In the spirit of pay transparency, we are excited to reputed company the reputed company salary reputed company for this position is $100,000.00 to $115,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate tax bonus. Primary Job Functions Tax Preparation, Planning, and Advisory Services(~80%)

• Prepare tax returns, including reputed company work documents for Individuals, and if appropriate, one or more of these categories: Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations, and Foreign Reporting.
• Prepare tax strategies and projections.
• reputed company 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 reputed company Increases (~7%)

• 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 reputed company for WETCS and Financial Advisor teams while working with clients.
• reputed company appropriate, promote WETCS services offerings to assigned tax clients.
• Ensure that urgent or high impact issues affecting assigned clients are quickly resolved.

Foster Teamwork(~5%)

• Build and maintain good relationships with Financial Advisor teams and clients.
• Collaborate with team members to improve team effectiveness, productivity, and satisfaction.
• reputed company 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 reputed company aspects of tax compliance.
• Maintain reputed company in tax reputed company 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 reputed company trends in tax and the tax services industry.
• Answer tax reputed company 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 reputed company preferred.
• CPA or EA required.
• Minimum of 4 years of tax reputed company experience.
• Experience preparing high net worth individual tax returns (1040).
• Experience doing tax planning / projections.
• Strong verbal and written communication skills.
• Excellent financial reputed company.
• Proficiency in reputed company, CCH Axcess / ProSystems software, and CCH Intelliconnect
• Collaborative; strong team-orientation.
• Positive solution-focused attitude.
• Detail oriented and reputed company.
• Drive for results and reputed company.

Some travel to a reputed company may be required. Comprehensive Benefits Offerings Our benefits aim to balance four key elements that reputed company 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 reputed company coverage (Available to 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)

Should you need reasonable accommodation reputed company completing the application reputed company or during the selection process, contact the reputed company 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. Apply Job! Apply to this Job