Tax Advisor

4 weeks ago


Houston, Texas, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

Wealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team-based approach and commitment to personalized service have earned us a reputation as a trusted partner for individuals and families seeking to achieve their financial goals.

We are seeking a highly skilled Tax Advisor to join our team. As a Tax Advisor, you will play a critical role in supporting the timely and accurate processing of tax returns, working closely with our WEG Advisors to promote tax offerings to clients, and maintaining fluency in all aspects of tax compliance.

The ideal candidate will possess a strong background in tax preparation and compliance, with a proven ability to communicate effectively with clients and colleagues. A Bachelor's degree in Finance, Business, or Accounting is preferred, and a CPA or EA certification is required. Experience with tax software, including CCH ProSystems Access Tax, is also highly desirable.

We offer a comprehensive benefits package, including training and professional development opportunities, medical and dental coverage, 401k with match and profit sharing, and paid time off. If you are a motivated and detail-oriented individual with a passion for tax compliance, we encourage you to apply for this exciting opportunity.

Key Responsibilities

  • 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

Requirements

  • 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

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