Wealth Enhancement Group

Sr Tax Advisor

Houston, TX · Senior · Full-time

Sponsorship not specified$90k-$100kDetected 29 days ago

SalesforceAccountingExcelTaxProcess ImprovementHRISResearchCommunicationCollaborationMicrosoft OfficeOSHA

About the 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.

Maintain fluency in all aspects of tax compliance.
Identify and implement improvements to processes, systems, and communications to enhance team effectiveness and responsiveness.
Participate in ad hoc meetings to support tax initiatives for Financial Advisor teams.
Identify additional opportunities to increase value delivered to clients and support revenue growth for Wealth Enhancement Tax & Consulting Services (WETCS) and Financial Advisor teams.
Build and maintain productive relationships with Financial Advisor teams and clients.
Serve as a subject matter partner to internal support teams.
Develop and implement training plans for non-tax staff as needed.
Collaborate with colleagues to enhance team effectiveness and satisfaction.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $100,000.00, exclusive of bonuses and benefits.

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
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)
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)
Conduct tax research and planning using tools such as CCH Intelliconnect and BNA projections; participate in special research projects and retirement account recommendations.

Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA 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.
Wealth 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. Your personal information is handled in accordance with applicable data protection laws.

This listing is sourced directly from Wealth Enhancement Group's careers page and normalized into a canonical job model.