• Prepare and review tax returns, including related work documents for Individuals and one or more of these categories: Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations, and Foreign Reporting. • Prepare tax strategies and projections. • Provide tax planning advice to clients and their WEG Financial Advisors. • Conduct tax research and planning, including but not limited to BNA projections, special research projects, and retirement account recommendations. • Review and respond to tax notices. • Respond State and Federal Auditors inquiries and work to resolve them. • Amend tax returns. • Help identify opportunities to increase value delivered to clients and revenue for WETCS and Financial Advisor teams while working with clients. • When appropriate, promote WETCS services offerings to assigned tax clients. • Ensure that urgent or high impact issues affecting assigned clients are quickly resolved. • Build and maintain good relationships with WETCS staff, Financial Advisors, and clients. • Collaborate with and support team members to improve team effectiveness. • Share tax expertise and assist team members as appropriate. • Contribute to maintaining a positive and fun team culture. • Maintain expertise in all aspects of tax compliance. • Maintain fluency in tax related software, tools and procedures used at WETCS. • Grow your tax expertise in at least one area of tax each year through continuing professional education and individual learning. • Stay informed about current trends in tax and the tax services industry. • Answer tax related questions and act as a Subject Matter Expert (SME) for Financial Advisor Teams and other Wealth Enhancement employees.