About this role
Sr Tax Advisor at Wealthenhancement. Location: Houston, Texas, United States. Role: preparing returns, advising clients, conducting research Requirements: Bachelor's (or equivalent) and 7+ years in financial services/public accounting, 2+ years as a CPA or Enrolled Agent; proficiency with Microsoft Excel/Word, ProSystems products, Salesforce, Workday; strong communication and tax research skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Microsoft Word, ProSystems Access Tax, ProSystems Access Scan, CCH Intelliconnect, BNA projections, Salesforce, Workday Certifications: cpa, enrolled agent Commitment: Full Time Workplace: Onsite Languages: English