Tax Associate

August 13

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Wealth Enhancement Group

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In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

📋 Description

• Role supports Tax & Consulting Services (WETCS) delivering 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 is an excellent opportunity for aspiring or early-career tax professionals to deepen their technical tax knowledge and gain hands-on experience. The role is designed as a stepping stone toward positions with full-cycle tax service responsibilities and direct client relationship management. • Collaborates with other WETCS and WEG employees to improve individual and team expertise, effectiveness, efficiency and satisfaction, and helps enhance the WETCS and WEG brands via high quality work output and professional, responsive, and respectful interactions with clients, WEG employees, and professional communities. • This role offers the remote work option, as well as excellent career growth potential. • In the spirit of pay transparency, we are excited to share the base salary range for this position is $55,000.00 to $67,500.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. • Primary Job Functions: • 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. • 4. 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 at WETCS. Deepen 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. • 5. 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.

🎯 Requirements

• Education / Qualifications • 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.

🏖️ Benefits

• 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 options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)