Tax Associate

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Tax

👻 Ghost score 0%

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals • Work with individuals, trusts, private foundations, estates, partnerships, S corporations, and C corporations • Assist in preparing amended tax returns • Support review and response to tax notices • Contribute to tax projections • Assist with tax planning by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency • Collaborate with financial advisors and clients to gather tax information • Support quality assurance to ensure accuracy and compliance • Research tax issues relevant to client scenarios • Assist in interpreting and applying tax laws and regulations • Stay informed about tax legislation and regulatory guidance • Collect and organize tax-related documents • Assist with document intake and processing workflows • Assess client tax complexity and support Tax Operations • Maintain current tax compliance and best-practice knowledge • Develop proficiency in tax software, tools, and internal procedures • Deepen expertise in at least one taxation area annually through continuing education and self-directed learning • Monitor tax industry trends and developments • Participate in organizational improvement initiatives • Foster relationships with colleagues and stakeholders • Share knowledge and support peers • Contribute to a positive, inclusive, and engaging team culture • Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs for accuracy, privacy, and business alignment • Identify and escalate inaccurate information, knowledge gaps, or digital-tool issues

🎯 Requirements

• 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, including ability to interpret financial statements, asset transactions, and tax documents accurately • Excellent verbal and written communication abilities • Proficient in Microsoft Excel, including 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 • Proficient at using AI and digital tools • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems • Actively pursue CPA or EA certification

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • 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 • Reimbursement for tuition, licensing, and other credentials after meeting service requirements • Remote work option • Career growth potential