Demonstrates expertise in tax compliance, planning, and advisory services for high-net-worth individuals, including proficiency in preparing complex tax returns and providing strategic tax guidance. Strong ability to manage client portfolios, lead meetings, and communicate complex tax concepts effectively.

Highest-signal resume keywords

CPATax ComplianceTax PlanningHigh-Net-Worth Individual ExperienceCCH Axcess

About the role

Key responsibilities & impact

Independently manage an assigned portfolio of WETCS clients and serve as the primary tax contact for clients and their Financial Advisor teams
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
Communicate complex tax concepts clearly and provide proactive, timely, professional, client-focused service
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, primarily 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 experience
Prepare tax projections, estimated tax calculations, and amended returns while identifying tax savings opportunities
Provide year-round tax planning and guidance 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 for accuracy, privacy, and business alignment
Delegate appropriate preparation and support work to junior staff; review delegated and technology-assisted work
Provide direction and technical guidance to junior staff while retaining responsibility for final work product
Manage competing client priorities and filing deadlines according to WETCS procedures, documentation expectations, and compliance requirements
Attend scheduled team meetings and communicate capacity, deadline, or client-service issues
Collaborate with Tax Advisors, Financial Advisor teams, and WETCS and WEG colleagues to share technical knowledge and best practices
Contribute to process improvements, operational efficiencies, technical training, and continuous improvement initiatives
Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools

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, 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
Accountable, organized, responsive, proactive, and committed to high-quality client service
Able to communicate complex tax matters in a clear, practical, and client-friendly manner
Comfortable working independently in a fully remote environment while collaborating with a broader team
Proficient at using AI and digital tools
Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

Benefits

Comp & perks

Training and professional development
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
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)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax PreparationTax ProjectionsAmended ReturnsEquity CompensationTrust and Estate PlanningMulti-State TaxationCharitable Giving StrategiesAnalytical AbilityAttention to DetailClient Portfolio Management

Soft Skills

Strong Verbal CommunicationWritten CommunicationProfessional JudgmentOrganizational SkillsProactive Client Service

Tools & Technologies

Bloomberg Tax PlannerTax Research PlatformsWorkflow ToolsAutomation TechnologyAI Technology

Certifications & Qualifications

CPAEnrolled AgentJD

Industry Keywords

Tax ComplianceTax AdvisoryHigh-Net-Worth IndividualsClient MeetingsFederal and State Tax Notices