Job Description
Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. They are seeking a Seasonal Tax Associate to support their Advisor Team in delivering tax compliance and advisory services to high-net-worth clients, with an emphasis on training for a leadership role in the tax business. Responsibilities Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals. Client types may include individuals, trusts, estates, partnerships, S & 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 Maintain up-to-date knowledge of tax compliance requirements and best practices Participate in organizational improvement initiatives 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 High School diploma or GED equivalent Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation Active Oregon Licensed Tax Preparer (LTP) credential issued by the Oregon Board of Tax Practitioners Foundational understanding of federal and state tax laws and compliance Strong financial and analytical skills Excellent verbal and written communication abilities Proficient in bolthires Excel and professional tax software (preferably Drake) Detail-oriented, collaborative, and solution-focused Strong desire to grow into an outstanding tax professional Benefits Training and professional development 401k – with match and profit sharing Wellness programs and resources Worker's compensation 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