Tax Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage an assigned portfolio of WETCS clients independently, acting as the main tax contact for clients and their Financial Advisor teams.

• Collaborate with financial advisors to pinpoint tax opportunities and enhance after-tax value.

• Lead client meetings focused on tax preparation, planning opportunities, inquiries, and recommendations.

• Oversee client deadlines, deliverables, information requests, estimated payments, extensions, notices, and follow-up items.

• Keep well-organized client records and communicate engagement status, next steps, and outstanding items.

• Simplify complex tax concepts and deliver proactive, timely, professional, and client-oriented service.

• Recognize complex or high-risk issues and engage WETCS leadership or specialists as needed.

• Prepare, review, and sign federal, state, and local income tax returns, mainly focusing on complex and high-net-worth individual returns.

• Prepare, review, and sign returns for partnerships, S corporations, C corporations, trusts, estates, and other entities based on client needs and expertise.

• Create tax projections, estimated tax calculations, and amended returns while identifying opportunities for tax savings.

• Offer year-round tax planning and advice on topics such as equity compensation, trusts and estates, multi-state taxation, business ownership, retirement planning, and charitable giving.

• Conduct tax research and formulate recommendations on intricate tax issues.

• Review and respond to federal and state tax notices.

• Represent clients before federal and state tax authorities and assist during audits and examinations.

• Utilize approved tax software, workflow tools, automation, and AI technology while ensuring output accuracy, privacy, and alignment with business goals.

• Delegate suitable preparation and support tasks to junior staff; review both delegated and technology-assisted work.

• Provide direction and technical expertise to junior staff while maintaining accountability for the final work product.

• Handle competing client priorities and filing deadlines in accordance with WETCS protocols, documentation standards, and compliance requirements.

• Participate in scheduled team meetings and communicate any capacity, deadline, or client-service concerns.

• Collaborate with Tax Advisors, Financial Advisor teams, and WETCS and WEG colleagues to exchange technical knowledge and best practices.

• Contribute to process enhancements, operational efficiencies, technical training, and continuous improvement initiatives.

• Detect and escalate any inaccuracies, knowledge gaps, or challenges related to digital tools.

⛳️ Requirements

• Bachelor’s degree in accounting, taxation, finance, business, or a related field is required; an accounting degree is preferred.

• CPA, Enrolled Agent, or JD is required.

• A minimum of 7 years of progressive experience in tax compliance, planning, and advisory roles, including complex individual income tax preparation and review.

• Experience working directly with high-net-worth individuals and families, providing tax planning and projections.

• Preferred experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business ownership, and closely held businesses.

• Proven ability to manage a client portfolio independently, lead client meetings, and handle multiple deadlines.

• Strong verbal and written communication skills, professional judgment, analytical skills, and attention to detail.

• Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms is preferred.

• Comfortable delegating tasks and utilizing professional tax software, automation, workflow tools, and approved AI technology.

• Stay informed on tax laws, regulations, and industry trends through ongoing professional education and completion of required CPE hours.

• Accountable, organized, responsive, proactive, and dedicated to delivering high-quality client service.

• Capable of articulating complex tax issues in a clear, practical, and client-friendly manner.

• Able to work independently in a fully remote setting while collaborating with a wider team.

• Proficient in using AI and digital tools.

• Ability to stand or sit for extended periods, file documents in high or low cabinets, use the telephone, and operate computer systems.

🏝️ Benefits

• Training and professional development opportunities.

• Medical, dental, and vision coverage (available to full-time employees and their families).

• Health Savings Account (HSA) with employer contributions and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance – both employer-paid and voluntary options available.

• Short-term and long-term disability, as well as workers' compensation – employer-paid.

• 401k with matching contributions 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).