• 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.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Senior Tax Accountant will be working closely with the US Tax Director and responsible for various assignments and projects associated primarily with direct taxes, including: - Assisting in preparing the Company’s quarterly income tax provision and cash tax projections; - Gathering data and information necessary to prepare tax calculations, such as state apportionment and book-to-tax reconciliations; - Working with external tax preparer on the Company’s federal and state income tax compliance; - Review or preparation of all or specifically assigned tax returns and related reports; - Preparing income tax extensions and quarterly estimated tax payments; - Maintaining tax records and tracking tax filing deadlines; - Assisting with tax audits and notices; - Assisting with other projects as needed. Qualifications - Bachelor Degree in Accounting, CPA preferred; - 3-4 years’ experience in Corporate Tax Department or Public Accounting Firm; - 3-4 years of federal and state corporate income tax experience; - 1-2 years Income tax provision experience; - Strong computer skills: Excel, Word, etc.; - Detail oriented, good organization skills, and ability to multi-task; - Experience with Oracle accounting system is a plus; - Experience with OneSource Tax Provision Software is a plus. Requirements - Preparation of quarterly income tax provision; - Assist with the preparation and review of the US Federal and state/local income tax calculations and filings; - Prepare quarterly estimated income tax payments and income tax extensions; - Assist with quarterly and annual tax-related forecasts; - Assist with tax audits, tax notices, and other projects as needed. Benefits - The salary range for this position is approximately $80,000-100,000 base annually.

• Conduct QA/QC reviews of R&D tax credit studies for accuracy and completeness. • Support quality control for cost segregation, §179D, and §45L studies. • Assist in developing review protocols and training materials. • Maintain a small book of studies to stay technically sharp. • Participate in client calls and provide technical support as needed. • Lead QA/QC efforts across multiple study types including R&D, cost segregation, §179D, and §45L for Senior Manager role. • Develop and maintain standardized review protocols and training materials for Senior Manager role. • Mentor junior staff and provide technical guidance for Senior Manager role. • Oversee QA/QC strategy and execution across the Federal Income Tax Incentives practice for Director role. • Ensure consistency and quality across global delivery teams for Director role. • Collaborate with leadership to improve scalable QA/QC systems for Director role. • Represent QA/QC in client presentations and business development efforts for Director role.

• Assist the Director in directing a team of senior consultants and consultants • Help clients identify and claim R&E tax credits • Assist in defending credits in audits by the IRS or state tax authorities • Diagnose, develop, and implement solutions for client tax needs • Direct tax research, formulate tax plans, train new staff, and perform tax reviews • Prepare presentations and conduct client interviews • Manage documentation and complete calculations for R&D tax credit projects