Tax Consultant

Wealth Enhancement Group

Tax Consultant delivering integrated tax planning and advisory services to clients at Wealth Enhancement Group. Collaborating with advisors to develop tax-efficient strategies supporting clients' financial goals.

Posted 7/16/2026full-timeEllsworth • Maine • 🇺🇸 United StatesMid-LevelSenior💰 $38 - $50 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and compliance, with a strong focus on individual, trust, and small business taxation. Proficient in tax software and financial planning tools, while effectively communicating tax implications to clients and advisors.

Highest-signal resume keywords

Tax PlanningTax ComplianceTax Software ProficiencyClient CommunicationAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationAmended Tax ReturnsTax ProjectionsIRS CorrespondenceAudit SupportWealth Management TaxationTrust TaxationSmall Business Taxation

Soft Skills

Communication SkillsInterpersonal SkillsAnalytical Skills

Tools & Technologies

Tax SoftwareFinancial Planning Tools

Industry Keywords

Tax Law ChangesClient Education MaterialsInvestment Planning Decisions

About the role

Key responsibilities & impact

Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals, for client types including individuals, trusts, estates, partnerships, and S & C corporations
Assist in preparing amended tax returns
Support the review and response process for tax notices
Contribute to the development of tax projections
Ensure accurate and timely filing of tax returns
Assist clients with estimated tax payments, IRS correspondence, and audit support as needed
Serve as the in-house tax resource for advisors and investment professionals
Participate in client meetings to explain tax implications of investment and planning decisions
Stay current on tax law changes and assess their impact on client strategies
Contribute to white papers, newsletters, and client education materials on tax topics

Requirements

What you’ll need

Bachelor's degree (or equivalent experience) in accounting, finance, or a related field preferred
Minimum of 5 years of experience in tax planning and compliance, preferably in a wealth management or advisory setting
Strong knowledge of individual, trust, and small business taxation
Proficiency in tax software and financial planning tools
Excellent analytical, communication, and interpersonal skills

Benefits

Comp & perks

Training and professional development
401k – with match and profit sharing
Wellness programs and resources
Worker's compensation – employer paid