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 80,000 households from our over 140 offices - and growing - nationwide.
Since 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.
Our Irvine, CA team is looking for a Senior Tax Advisor. This role is responsible for delivering high-quality tax advice, tax planning, and tax return preparation services to assigned clients while ensuring high client and Financial Advisor satisfaction. This is a fast-paced and hands-on position, requiring strong client relationship management skills in additional to technical knowledge. This is an enriching opportunity for a seasoned tax professional with growth aspirations.
This is an on-site position. However, we understand that life happens. We can offer remote work flexibility when needed for occasional situations.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $100,000.00 to $115,000.00, exclusive of bonuses and benefits. This role is also eligible for a discretionary bonus plan. 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 Planning Services
Tax preparation for business (partnership, S-Corp, C-Corp), trust, estate and Individual tax returns; also, foundations, payroll, sales tax, and foreign reporting, when appropriate
Review and analyze client bookkeeping records for accuracy and GAAP compliance, prepare and post adjusting and reclassification journal entries, and produce client-ready monthly and year-end financial statements including Balance Sheet, Profit & Loss, and Cash Flow for tax and advisory engagements
Conduct tax research, planning, and analysis including but not limited to CCH Intelliconnect, BNA projections, special research projects, and retirement account recommendations
Prepare tax strategies and projections
Provide tax planning advice to clients and their Financial Advisors
Review and respond to tax notices
Respond state and federal auditors’ inquiries and work to resolve them
Amend tax returns
Drive Effectiveness, Productivity and Revenue Increases
Operationalize and improve processes, systems, tools, and communication to enhance effectiveness, productivity, responsiveness, and client satisfaction
Identify opportunities to increase value delivered to clients and revenue for Financial Advisors
Ensure that urgent or high impact issues affecting assigned clients are quickly resolved
Foster Teamwork
Build and maintain good relationships with Financial Advisors and clients
Share tax expertise and assist team members as appropriate
Answer tax-related questions and act as a Subject Matter Expert (SME) for Financial Advisors and other team members
Develop and deploy training plans for non-tax staff as needed
Train and mentor junior tax staff members as needed
Demonstrate Tax Expertise and Professional Growth
Maintain expertise in all aspects of tax compliance
Maintain fluency in tax-related software, tools, and procedures
Grow your tax expertise year-over-year through continuing professional education and individual learning
Stay informed about current trends in tax and the tax services industry
Education/Qualifications
Bachelor’s degree required
CPA or EA required
Minimum 3 years of public accounting experience required
Must be able to consult and meet with clients – excellent formal/professional written and communication skills required
Available to work overtime during busy seasons (March-April and September-October)
QuickBooks experience preferred
Lacerte tax software and paperless tax processing (Laserfiche) experience preferred
WEG 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 at the individual contributor level is $75,600.00 to $170,100.00. However, the base salary range bolded above ($100,000.00 to $115,000.00) is what we expect to pay as a starting range for this position.
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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, dental and vision coverage (Available to 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)
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. 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.