Tax Advisor (Hybrid role)

About Wealth Enhancement
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 90,000 households from our over 175 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.
We have an exciting opportunity for a Tax Advisor!
The Tax Advisor independently manages an assigned portfolio of WETCS (Wealth Enhancement Tax and Consulting Services) clients and delivers high-quality tax preparation, planning, and advisory services.
As the primary tax contact, the Tax Advisor partners closely with clients and Wealth Enhancement (WE) Financial Advisor teams to provide proactive, practical tax guidance within the client’s broader financial relationship.
This client-facing role is accountable for the client relationship, final work product, deadlines, and overall quality of service. The Tax Advisor may leverage junior staff, approved tax software, workflow tools, automation, and artificial intelligence while retaining ownership of client outcomes.
This position has no sales, business development, or revenue-generation requirements.
This is a Hybrid position, working partially from home and partially from our office in Charlotte, North Carolina.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $135,000.00, exclusive of bonuses and benefits. 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 Service
Independently manage an assigned portfolio of WETCS clients and serve as the primary tax contact for clients and their Financial Advisor teams.
Collaborate with financial advisors to help identify tax opportunities and create greater after-tax value.
Lead client meetings to discuss tax preparation, planning opportunities, questions, and recommendations.
Manage client deadlines, deliverables, information requests, estimated payments, extensions, notices, and follow-up items.
Maintain organized client records and proactively communicate engagement status, next steps, and outstanding items.
Communicate complex tax concepts clearly and provide proactive, timely, professional, and client-focused services.
Identify complex or high-risk matters and involve WETCS leadership or other specialists when appropriate.
Tax Preparation, Planning & Advisory
Prepare, review, and sign federal, state, and local income tax returns, with a primary focus on complex and high-net-worth individual returns.
Prepare, review, and sign partnership, S corporation, C corporation, trust, estate, and other returns based on client needs and the Tax Advisor’s experience.
Prepare tax projections, estimated tax calculations, and amended returns, while proactively identifying tax savings opportunities.
Provide year-round tax planning and practical guidance, including matters involving equity compensation, trusts and estates, multi-state taxation, business owners, retirement planning, and charitable giving.
Conduct tax research and develop recommendations on complex tax matters.
Review, respond to, and resolve federal and state tax notices.
Represent clients before federal and state taxing authorities and assist with audits and examinations.
Collaborate with Financial Advisor teams to identify tax considerations relevant to the client’s financial plan.
Technology & Staff Leverage
Use approved tax software, workflow tools, automation, and AI technology to efficiently manage client responsibilities.
Delegate appropriate preparation and support work to junior staff.
Review delegated and technology-assisted work for accuracy and completeness.
Provide direction and technical guidance to junior staff while maintaining responsibility for the final work product.
Workflow & Team Collaboration
Manage competing client priorities and filing deadlines while maintaining accurate engagement status and adhering to WETCS standard procedures, documentation expectations, and compliance requirements.
Attend and participate in scheduled team meetings.
Proactively communicate potential capacity, deadline, or client-service issues.
Collaborate with Tax Advisors, Financial Advisor teams, and other WETCS and WEG colleagues to share technical knowledge and best practices.
Contribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives.
Improve Service Quality by Using Ai and Digital Tools
Use approved AI and digital tools to simplify work, improve service quality and increase efficiency, while validating outputs for accuracy, privacy and business alignment.
Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools.
Education/Qualifications
Bachelor’s degree in accounting, taxation, finance, business, or related field required; accounting degree preferred.
CPA, Enrolled Agent, or JD required.
Minimum of 7 years of progressive tax compliance, planning, and advisory experience, including complex individual income tax preparation and review.
Experience worki