Tax Advisor

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 90,000 households from our over 175 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 . We have an exciting opportunity for a Tax Advisor ! The Tax Advisor independently manages an assigned portfolio of WETCS ( Wealth Enhancement Tax and Consulting Services) clients and delivers high-quality tax preparation, planning, and advisory services. As the primary tax contact, the Tax Advisor partners closely with clients and Wealth Enhancement (WE) Financial Advisor teams to provide proactive, practical tax guidance within the client’s broader financial relationship. This client-facing role is accountable for the client relationship, final work product, deadlines, and overall quality of service. The Tax Advisor may leverage junior staff, approved tax software, workflow tools, automation, and artificial intelligence while retaining ownership of client outcomes. This position has no sales