Senior Tax Advisor

7 days ago


El Cerrito, California, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm dedicated to delivering exceptional financial services to our clients. Our team-based approach and commitment to personalized financial planning set us apart from the standard approach.

Job Summary

We are seeking a highly skilled Sr. Tax Advisor to join our Advisor Team. This individual will be responsible for tax preparation, tax planning, and strategy, as well as client satisfaction and retention. The successful candidate will have a strong background in finance, business, or accounting, and be certified as a CPA.

Key Responsibilities
  • Client Relationship Manager: Focus on satisfaction and retention by ensuring clients are achieving their financial goals and happy with our services.
  • Tax Preparation and Planning: Prepare tax returns and related work papers for clients and their related business and legal entities.
  • 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.
Requirements
  • Bachelor's degree in finance, business, or accounting.
  • 2-4 years of CPA firm experience.
  • CPA certification.
  • Excellent oral and written communication skills.
  • Microsoft Office: Outlook, Excel, Word, PowerPoint.
  • Demonstrated industry and product knowledge.
  • Builds/maintains effective relationships with clients.
Benefits

We offer a comprehensive benefits package, including training and professional development, medical and dental coverage, 401k with match and profit sharing, and paid time off. We are an equal opportunity employer and participate in E-Verify.


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