Tax Advisor

Overview

This role is a Tax Advisor position with remote work arrangements. You will independently manage an assigned portfolio of WETCS clients and serve as the primary tax contact, delivering high-quality tax preparation, planning, and advisory services.

The Tax Advisor is accountable for the client relationship, final work product, deadlines, and overall quality of service. You may leverage junior staff, approved tax software, workflow tools, automation, and artificial intelligence while retaining ownership of client outcomes.

No sales, business development, or revenue-generation requirements.

Responsibilities

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 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, providing 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 experience.
• Prepare tax projections, estimated tax calculations, and amended returns, 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.

Requirements

• 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 working directly with high-net-worth individuals and families and providing tax planning and projections.
• Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses preferred.
• Demonstrated ability to independently manage a client portfolio, lead client meetings, and manage multiple deadlines.
• Strong verbal and written communication skills, professional judgment, analytical ability, and attention to detail.
• Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms preferred.
• Comfortable delegating work and leveraging professional tax software, automation, workflow tools, and approved AI technology.
• Stay current on tax laws, regulations, and industry developments through ongoing professional education and completion of required CPE hours.
• Accountable, organized, responsive, proactive, and committed to high-quality client service.
• Ability to communicate complex tax matters clearly, practically, and in a client-friendly manner.
• Comfortable working independently in a fully remote environment while collaborating with a broader team.
• Proficient at using AI and digital tools.

Preferred Qualifications

• Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms.
• Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses.

Compensation & Benefits

Base Salary

• $115,000.00 to $135,000.00 (exclusive of bonuses and benefits).

Additional Salary Grade Information

• The entire salary grade for those classified at this level is $87,400.00 - $131,000.00.

Comprehensive Benefits Offerings (Eligibility may apply)

• Training and professional development
• Medical, dental and vision coverage (available to full-time 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)

Location

• Remote

Additional Information

• OSHA requirements: ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems.
• Artificial intelligence (AI) may be used to assist in initial screening of resumes; all AI-supported evaluations are reviewed by the recruitment team to ensure accuracy and fairness.
• Equal opportunity employer, including disabled and veterans. This organization participates in E-Verify.