Demonstrates expertise in tax compliance, planning, and advisory services, with a strong focus on high-net-worth individuals and complex tax matters. Proficient in managing client portfolios, leading meetings, and utilizing advanced tax software and digital tools to enhance client service and operational efficiency.

Highest-signal resume keywords

CPATax ComplianceTax PlanningClient Portfolio ManagementCCH Axcess

About the role

Key responsibilities & impact

Independently manage an assigned portfolio of WETCS clients as the primary tax contact
Collaborate with financial advisors to identify tax opportunities and create greater after-tax value
Lead client meetings covering 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 communicate engagement status, next steps, and outstanding items
Provide proactive, timely, professional, and client-focused tax guidance
Identify complex or high-risk matters and involve WETCS leadership or specialists when appropriate
Prepare, review, and sign federal, state, and local income tax returns
Prepare, review, and sign partnership, S corporation, C corporation, trust, estate, and other returns as needed
Prepare tax projections, estimated tax calculations, and amended returns
Provide year-round tax planning 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
Use approved tax software, workflow tools, automation, and AI technology while validating outputs
Delegate appropriate preparation and support work to junior staff and review their work for accuracy and completeness
Provide direction and technical guidance to junior staff while retaining responsibility for final work product
Manage competing client priorities and filing deadlines while following procedures, documentation expectations, and compliance requirements
Participate in team meetings and communicate capacity, deadline, or client-service issues
Collaborate with Tax Advisors, Financial Advisor teams, and WETCS and WEG colleagues
Contribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives
Identify and escalate inaccurate information, knowledge gaps, or digital-tool issues

Requirements

What you’ll need

Bachelor’s degree in accounting, taxation, finance, business, or related field required; accounting degree preferred
CPA, Enrolled Agent, or JD required
Minimum of 7 years of progressive tax compliance, planning, and advisory experience
Experience with 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
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
Accountable, organized, responsive, proactive, and committed to high-quality client service
Ability to communicate complex tax matters clearly, practically, and in a client-friendly manner
Comfortable working independently in a fully remote environment while collaborating with a broader team
Proficient at using AI and digital tools

Benefits

Comp & perks

Training and professional development
Medical, dental and vision coverage for full-time employees and their families
Health Savings Account (HSA) with employer contribution
Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Employer-paid and voluntary life and AD&D insurance
Employer-paid short-term and long-term disability
Workers compensation
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, including 10 pre-determined and 2 floating days
Paid parental leave
Paid caregiver leave after 6 months of tenure
Tuition, licensing, and other credentials reimbursement after meeting service requirements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationTax ResearchTax ProjectionsMulti-State TaxationEquity CompensationTrust and Estate PlanningCharitable Giving StrategiesAnalytical AbilityAttention to DetailProfessional Judgment

Soft Skills

Strong Communication SkillsOrganizational SkillsProactive Client ServiceLeadershipCollaboration

Tools & Technologies

Bloomberg Tax PlannerTax SoftwareWorkflow ToolsAutomationAI Technology

Certifications & Qualifications

CPAEnrolled AgentJD

Industry Keywords

High-Net-Worth IndividualsTax ComplianceTax AdvisoryClient MeetingsCPE Hours