Tax Associate

Overview

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit  At Wealth Enhancement Tax & Consulting Services (WETCS), this role supports our team in delivering exceptional tax services to clients. Responsibilities include preparing and reviewing proforma and finalized tax returns, assisting with tax planning and consulting engagements, contributing to quality assurance efforts, and supporting day-to-day tax operations.

This role is designed as a stepping stone toward positions with full-cycle tax service responsibilities and direct client relationship management. The position offers remote work option and strong career growth potential. Base salary range is $55,000.00 to $67,500.00, exclusive of bonuses and benefits, and the role is eligible for our corporate bonus.

• Tax Preparation and Planning (~60%):
  Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals. Client types may include individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations. Assist in the preparation of amended tax returns. Support the review and response process for tax notices. Contribute to the development of tax projections. Assist in tax planning projects by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency.
  
  Collaborate with WEG Financial Advisors and clients to gather necessary tax information. Support the WETCS quality assurance process to ensure accuracy and compliance.
• Tax Research and Analysis (~10%):
  Conduct research on tax issues relevant to specific client scenarios. Assist in interpreting and applying tax laws and regulations. Stay informed on updates and changes in tax legislation and regulatory guidance.
• Tax Operations (~15%):
  Help collect and organize tax-related documents from clients and advisor teams. Assist with document intake and processing workflows. Contribute to the assessment of client tax complexity. Provide general support to the Tax Operations team as needed.
• Tax Expertise and Professional Growth (~10%):
  Maintain up-to-date knowledge of tax compliance requirements and best practices. Develop proficiency in tax software, tools, and internal procedures used pen expertise in at least one area of taxation annually through continuing education and self-directed learning. Actively pursue CPA or EA certification. Monitor trends and developments in the tax industry to enhance service delivery.
• Team Collaboration (~5%):
  Participate in organizational improvement initiatives. Foster strong working relationships with WETCS colleagues and WEG stakeholders. Collaborate with team members to enhance effectiveness, productivity, and team satisfaction. Share knowledge and provide support to peers as appropriate. Contribute to a positive, inclusive, and engaging team culture.

• Bachelor’s in Finance or Business; BS in Accounting preferred.
• Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation.
• Foundational understanding of federal and state tax laws, regulations, and compliance requirements.
• Strong financial and analytical skills, with the ability to interpret financial statements, asset transactions, and tax documents accurately.
• Excellent verbal and written communication abilities, with a focus on clarity, professionalism, and collaboration.
• Proficient in Microsoft Excel, including use of formulas and data analysis tools; experience with professional tax software, preferably CCH Axcess or similar software.
• Strong desire to develop into an outstanding tax professional.
• Collaborative; strong team-orientation. Positive solution-focused attitude. Detail oriented and diligent. Drive for results and excellence.

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary…