{"id":3084013,"url":"https://alion.io/job/wealth-enhancement-group-tax-advisor","title":"Tax Advisor","company":{"id":708259,"name":"Wealth Enhancement Group","domain":"wealthenhancement.com","url":"https://alion.io/company/wealth-enhancement-group","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":9,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":34,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":115000,"max":135000,"currency":"USD","period":"year","gross":null,"usd_annual":135000},"salary_estimate":null,"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-10-21T00:00:00Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-11-01T04:08:58Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"About Wealth Enhancement\nWealth 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.\nSince 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.\nWe have an exciting opportunity for a Tax Advisor! \nThe 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.\nAs 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.\nThis 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.\nThis position has no sales, business development, or revenue-generation requirements.\nThis is a Remote position.\nIn 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.\nPrimary Job Functions\n\nClient Service\nIndependently manage an assigned portfolio of WETCS clients and serve as the primary tax contact for clients and their Financial Advisor teams.\nCollaborate with financial advisors to help identify tax opportunities and create greater after-tax value.\nLead client meetings to discuss tax preparation, planning opportunities, questions, and recommendations.\nManage client deadlines, deliverables, information requests, estimated payments, extensions, notices, and follow-up items.\nMaintain organized client records and proactively communicate engagement status, next steps, and outstanding items.\nCommunicate complex tax concepts clearly and provide proactive, timely, professional, and client-focused services.\nIdentify complex or high-risk matters and involve WETCS leadership or other specialists when appropriate.\nTax Preparation, Planning & Advisory\nPrepare, review, and sign federal, state, and local income tax returns, with a primary focus on complex and high-net-worth individual returns.\nPrepare, review, and sign partnership, S corporation, C corporation, trust, estate, and other returns based on client needs and the Tax Advisor’s experience.\nPrepare tax projections, estimated tax calculations, and amended returns, while proactively identifying tax savings opportunities.\nProvide 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.\nConduct tax research and develop recommendations on complex tax matters.\nReview, respond to, and resolve federal and state tax notices.\nRepresent clients before federal and state taxing authorities and assist with audits and examinations.\nCollaborate with Financial Advisor teams to identify tax considerations relevant to the client’s financial plan.\nTechnology & Staff Leverage\nUse approved tax software, workflow tools, automation, and AI technology to efficiently manage client responsibilities.\nDelegate appropriate preparation and support work to junior staff.\nReview delegated and technology-assisted work for accuracy and completeness.\nProvide direction and technical guidance to junior staff while maintaining responsibility for the final work product.\nWorkflow & Team Collaboration\nManage competing client priorities and filing deadlines while maintaining accurate engagement status and adhering to WETCS standard procedures, documentation expectations, and compliance requirements.\nAttend and participate in scheduled team meetings.\nProactively communicate potential capacity, deadline, or client-service issues.\nCollaborate with Tax Advisors, Financial Advisor teams, and other WETCS and WEG colleagues to share technical knowledge and best practices.\nContribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives.\nImprove Service Quality by Using Ai and Digital Tools\nUse approved AI and digital tools to simplify work, improve service quality and increase efficiency, while validating outputs for accuracy, privacy and business alignment.\nIdentify and escalate inaccurate information and knowledge gaps, or issues related to digital tools.\nEducation/Qualifications\nBachelor’s degree in accounting, taxation, finance, business, or related field required; accounting degree preferred.\nCPA, Enrolled Agent, or JD required.\nMinimum of 7 years of progressive tax compliance, planning, and advisory experience, including complex individual income tax preparation and review.\nExperience working directly with high-net-worth individuals and families and providing tax planning and projections.\nExperience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses preferred.\nDemonstrated ability to independently manage a client portfolio, lead client meetings, and manage multiple deadlines.\nStrong verbal and written communication skills, professional judgment, analytical ability, and attention to detail.\nProficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms preferred.\nComfortable delegating work and leveraging professional tax software, automation, workflow tools, and approved AI technology.\nStay current on tax laws, regulations, and industry developments through ongoing professional education and completion of required CPE hours.\nAccountable, organized, responsive, proactive, and committed to high-quality client service.\nAble to communicate complex tax matters in a clear, practical, and client-friendly manner.\nComfortable working independently in a fully remote environment while collaborating with a broader team.\nProficient at using AI and digital tools.\nWEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $87,400.00 - $131,000.00. However, the base salary range bolded above ($115,000.00 to $135,000.00) is what we expect to pay as a starting range for this position.\n#LI-HB1\n#LI-Remote\nComprehensive Benefits Offerings\nOur 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 be eligible to participate in the following benefits & development opportunities:\nTraining and professional development\n\nMedical, dental and vision coverage (Available to full-time employees and their families)\n\nHealth Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses\n\nLife and AD&D insurance - employer paid and voluntary options\n\nShort-term and long-term disability, workers compensation - employer paid\n\n401k with match and profit sharing\n\nWellness programs and resources\n\nVoluntary benefits, including pet insurance\n\n18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)\n\n12 paid holidays each year (10 pre-determined and 2 floating days)\n\nPaid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)\n\nReimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)\n\nShould you need reasonable accommodation when completing the application form or during the selectionprocess, contact the Human Resources Department at 763-417-1700\nInformation provided on this application will be kept confidential and only be shared with those involved in the selection process.\nEqual Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.\nClick the following link to view Federal and E-Verify posters: Link\nOSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.\nWealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. 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