Senior Tax Advisor at Wealth Enhancement Group

About Wealth EnhancementWealth 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 80000 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 .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 $100000.00 to $115000.00 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. Were big on open conversations so lets have one.Primary Job FunctionsTax Preparation and Planning ServicesTax preparation for business (partnership S-Corp C-Corp) trust estate and Individual tax returns; also foundations payroll sales tax and foreign reporting when appropriateReview 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 engagementsConduct tax research planning and analysis including but not limited to CCH Intelliconnect BNA projections special research projects and retirement account recommendationsPrepare tax strategies and projectionsProvide tax planning advice to clients and their Financial AdvisorsReview and respond to tax noticesRespond state and federal auditors inquiries and work to resolve themAmend tax returnsDrive Effectiveness Productivity and Revenue IncreasesOperationalize and improve processes systems tools and communication to enhance effectiveness productivity responsiveness and client satisfactionIdentify opportunities to increase value delivered to clients and revenue for Financial AdvisorsEnsure that urgent or high impact issues affecting assigned clients are quickly resolvedFoster TeamworkBuild and maintain good relationships with Financial Advisors and clientsShare tax expertise and assist team members as appropriateAnswer tax-related questions and act as a Subject Matter Expert (SME) for Financial Advisors and other team membersDevelop and deploy training plans for non-tax staff as neededTrain and mentor junior tax staff members as neededDemonstrate Tax Expertise and Professional GrowthMaintain expertise in all aspects of tax complianceMaintain fluency in tax-related software tools and proceduresGrow your tax expertise year-over-year through continuing professional education and individual learningStay informed about current trends in tax and the tax services industryEducation/QualificationsBachelors degree requiredCPA or EA requiredMinimum 3 years of public accounting experience requiredMust be able to consult and meet with clients excellent formal/professional written and communication skills requiredAvailable to work overtime during busy seasons (March-April and September-October)QuickBooks experience preferredLacerte tax software and paperless tax processing (Laserfiche) experience preferredWEG 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 $75600.00 to $ the base salary range bolded above ($100000.00 to $115000.00) is what we expect to pay as a starting range for this position.IND123#LI-ONSITE#LI-AP1Comprehensive Benefits OfferingsOur 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 developmentMedical 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 expensesLife and AD&D insurance employer paid and voluntary optionsShort-term and long-term disability workers compensation employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits including pet insurance18 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 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: LinkOSHA 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.Required Experience:Senior IC Key Skills Tax Experience,Accounting Software,GAAP,QuickBooks,Accounting,Sage,Account Reconciliation,Analysis Skills,Research Experience,SOX,Microsoft Excel,Financial Analysis Employment Type : Full-Time Experience: years Vacancy: 1 Monthly Salary Salary: 75600 - 170100