Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement is an independent wealth management firm focused on enriching clients' lives through personalized financial planning. They are seeking a Tax Associate to support the team in delivering exceptional tax services, including preparing tax returns, assisting with tax planning, and contributing to quality assurance efforts.
Responsibilities
- 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
- 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
- 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
- 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
- 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
Skills
- 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)
Company Overview
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. It was founded in 1997, and is headquartered in Plymouth, Minnesota, USA, with a workforce of 1001-5000 employees. Its website is http://wealthenhancement.com/.
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