Tax Advisor

Position Summary

Primary Responsibilities

1. Client Service

• Independently manage an assigned portfolio of clients and serve as the primary tax contact for clients and their Financial Advisor teams.
• Collaborate with financial advisors to help identify tax opportunities and create greater after-tax value.
• Lead client meetings to discuss tax preparation, planning opportunities, questions, and recommendations.
• Manage client deadlines, deliverables, information requests, estimated payments, extensions, notices, and follow-up items.
• Maintain organized client records and proactively communicate engagement status, next steps, and outstanding items.
• Communicate complex tax concepts clearly and provide proactive, timely, professional, and client-focused services.
• Identify complex or high-risk matters and involve WETCS leadership or other specialists when appropriate.

2. Tax Preparation, Planning & Advisory

• Prepare, review, and sign federal, state, and local income tax returns, with a primary focus on complex and high-net-worth individual returns.
• Prepare, review, and sign partnership, S corporation, C corporation, trust, estate, and other returns based on client needs and the Tax Advisor's experience.
• Prepare tax projections, estimated tax calculations, and amended returns, while proactively identifying tax savings opportunities.
• Provide 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.
• Conduct tax research and develop recommendations on complex tax matters.
• Review, respond to, and resolve federal and state tax notices.
• Represent clients before federal and state taxing authorities and assist with audits and examinations.
• Collaborate with Financial Advisor teams to identify tax considerations relevant to the client's financial plan.

3. Technology & Staff Leverage

• Use approved tax software, workflow tools, automation, and AI technology to efficiently manage client responsibilities.
• Delegate appropriate preparation and support work to junior staff.
• Review delegated and technology-assisted work for accuracy and completeness.
• Provide direction and technical guidance to junior staff while maintaining responsibility for the final work product.

4. Workflow & Team Collaboration

• Manage competing client priorities and filing deadlines while maintaining accurate engagement status and adhering to WETCS standard procedures, documentation expectations, and compliance requirements.
• Attend and participate in scheduled team meetings.
• Proactively communicate potential capacity, deadline, or client-service issues.
• Collaborate with Tax Advisors, Financial Advisor teams, and other WETCS and WEG colleagues to share technical knowledge and best practices.
• Contribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives.

Education & Credentials

• Bachelor's degree in accounting, taxation, finance, business, or related field required; accounting degree preferred.
• CPA, Enrolled Agent, or JD required.

Required Experience & Skills

• Minimum of 7 years of progressive tax compliance, planning, and advisory experience, including complex individual income tax preparation and review.
• Experience working directly with high-net-worth individuals and families and providing tax planning and projections.
• Experience with equity compensation, trust and estate planning, multi-state taxation, retirement planning, charitable giving strategies, business owners, and closely held businesses preferred.
• Demonstrated ability to independently manage a client portfolio, lead client meetings, and manage multiple deadlines.
• Strong verbal and written communication skills, professional judgment, analytical ability, and attention to detail.
• Proficiency in CCH Axcess, Bloomberg Tax Planner (BNA), and tax research platforms preferred.
• Comfortable delegating work and leveraging professional tax software, automation, workflow tools, and approved AI technology.
• Stay current on tax laws, regulations, and industry developments through ongoing professional education and completion of required CPE hours.