Wealthquest is looking for a Tax Advisor to join their team!
Wealthquest, an employee‐owned RIA firm, is one of the leading wealth management firms in Cincinnati serving over 1,800 individuals and families with a uniquely integrated approach to investment management, financial planning, estate planning, and tax services. We have received numerous accolades for our exceptional culture and growth, including recently being named one of the Best Places to Work by Investment News (top 5 in the nation) and one the Best Places to Work by Cincinnati Business Courier (4 years in a row).
The Tax Advisor primarily serves our clients’ individual income tax compliance and planning needs. This involves collaboration with other team members and the application of technical knowledge to deliver tax‐efficient planning to our clients. The role will build relationships directly with clients to become their trusted advisor. The role will also support the Director of Tax in the ongoing delivery and improvement of our tax services. Candidate must also embrace commitments to excellent client service, Wealthquest’s social contract, and our core values.
Wealthquest Core Values
- 13.5 paid holidays plus PTO
- Servants – we have a heart for our clients and our world
- Advocates – we advocate for others and for each other
- Leaders – we lead clients and the industry to a new standard
- Pioneers – we are innovators and risk‐takers
Key Accountabilities for Role
- Income Tax Compliance: Preparation of federal and multi‐state income tax returns for wealth management clients. Draft responses to tax notices and communicate directly with taxing authorities, as needed.
- Planning: Prepare tax projections and scenarios. Identify opportunities and make appropriate recommendations.
- Tax Advisory: Research tax‐related issues raised by clients and advisors. Proactively advise clients of new and proposed tax legislation and the evolving strategies and opportunities.
- Mentor: Assist and mentor staff, actively cultivating an environment that challenges, encourages, and fosters growth. Manage and instruct seasonal preparers.
Why Wealthquest?
- 13.5 paid holidays plus PTO
- Fridays off outside of tax season
- Employer‐paid medical & dental insurance with Teladoc option
- Health Savings Account (HSA) with employer contribution
- Health Reimbursement Account (HRA) and Flexible Spending Account (FSA) available
- Employer‐paid group term life insurance and long‐term disability insurance
- Employer adoption assistance, annual charitable giving match, and mission trip funding
Minimum Qualifications
- Bachelor’s degree in accounting
- CPA (or working towards CPA) with 3‐6+ years in public accounting, or industry equivalent experience.
- Strong analytical skills with an attention to detail
- Client‐centered mindset with strong interpersonal skills
