Tax Advisor

Job Description: Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition. Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team. We have an exciting opportunity for a Tax Advisor to join our high-performing Tax team. The Tax Advisor will support and deliver the timely and accurate processing of tax returns that are contracted through the WETCS department. They will work with WEG Advisors to promote the tax offerings with their clients. This role offers remote option, as well as excellent career growth potential. The salary target for this role is $90--125k; this position is eligible for an annual bonus plan. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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: Tax Preparation and Compliance Capable of managing a book of around 300 clients, which will be obtained over a period of two years. Prepare tax returns, including related work documents: individual, Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations, and Foreign Reporting Maintain fluency in all aspects of tax compliance Conduct tax research and planning, including but not limited to CCH Intelliconnect, BNA projections, special research projects, retirement account recommendations and set-up Respond to work with State and Federal Auditors Amend tax returns Review and respond to tax notices Education | Qualifications: A Bachelor’s degree in Finance, Business or Accounting 4 - 7 years of CPA firm experience CPA certified CCH products experience Proficiency in Excel, Word, ProSystems fx Tax, ProSystems fx Scan, and all other ProSystems products preferred Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical and dental coverage 401k – with match and profit sharing Health care spending and savings accounts Dependent care spending account Vision coverage Wellness programs and resources Life insurance – employer paid Short-term and long-term disability – employer paid Paid Time Off 10 paid holidays each year Paid parental leave Tuition reimbursement IND123 Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. If you want to view the EEO is the Law poster, please choose your language: English – Spanish – Chinese If you want to view the EEO is the Law Supplement poster, please choose your language: English – Spanish – Chinese If you want to view the Pay Transparency Policy Statement, please click the link: English Wealth Enhancement Group is a growing national independent wealth management firm dedicated to simplifying our clients’ financial lives. Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition. Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team. https://www.wealthenhancement.com/s/careers

Salary : $90 - $0