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Sr. Tax Advisor
3 months ago
Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.
Our El Cerrito, CA location has an excellent opportunity for a Sr. Tax Advisor.
This individual will be a client-facing member of our Advisor Team and is primarily responsible for tax preparation, tax planning and strategy, top-tier client satisfaction and client retention, and business growth.
This is a collaborative, team-oriented environment offering career advancement opportunities. (This position can be a hybrid work schedule after a training period.)The salary target for this role is $130K - $140K. This position is also eligible for an annual bonus.
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
Client Relationship Manager Tax-Only Clients, Drives Client Satisfaction and Retention
- Educates the ongoing tax strategy process for clients and informs each client on their role in this partnership for day-to-day execution of the plan.
- Focuses on satisfaction and retention by ensuring clients are achieving their financial goals and happy with our services.
- Prepare and prep for client meetings - present financial performance, transactions details and reports to clients.
- Prepare tax returns and related work papers for clients and their related business and legal entities.
- The primary focus of this role will be with individual (1040), partnership (1065), S-Corp (1120S), C Corp (1120), Trust (1041), and gift (709) tax returns.
- Secondary exposure will include preparation of gift tax (709) and foundation (990) tax returns, along with payroll, sales tax, and foreign asset reporting.
- Respond to client-initiated tax questions regarding retirement, sale of assets, and business formation and dissolution.
- Review and respond to tax notices.
- Respond and work with federal and state auditors.
- Amend tax returns.
- Proactively identify tax planning opportunities that lead to the development of integrated, comprehensive financial plans (e.g., retirement account recommendations).
- Ensures Alignment of Tax Strategies with Investment Clients' Personalized Financial Plans.
- Generate new business and new wallet-share opportunities.
- Assist in the development of marketing plans, as permitted by AICPA and state ethics regulations.
- Drive a culture of excellence by going above and beyond what is asked for clients, external partners, and internal advisors; live and breathe the values of a high work ethic, impeccable integrity, and positivity, and set a high standard for others to be motivated to reach and exceed.
- Volunteer for corporate pilot groups, participate in corporate-sponsored internal working groups, and be sought after for feedback/enhancement ideas.
- Strive to find leadership opportunities within the team/corporate.
- Help drive efficiencies by identifying opportunities for improvement, suggesting innovative solutions, and contributing to the overall growth of the team. Contribute to innovations in cross-company cooperation and changes in procedures to enhance efficiency.
- Regularly review materials applicable to tax regulation and tax laws.
- Remain current on all tax-related software.
- Maintain continuing education requirements of professional certifications.
- A bachelor's degree in finance, Business or Accounting Preferred
- 2-4 years of CPA firm experience
- CPA certified
- Excellent oral and written communication skills
- Microsoft Office: Outlook, Excel, Word, PowerPoint
- Demonstrated industry and product knowledge
- Builds/maintains effective relationships with clients
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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.
- 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
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
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.
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