What are the responsibilities and job description for the Seasonal Tax Advisor position at Wealth Enhancement?
About Wealth Enhancement Group
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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 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 www.wealthenhancement.com.
Our New Market, MD office is looking for a long- term Seasonal Tax Advisor to support and deliver timely and accurate processing of tax returns that are contracted through the WETCS department. This individual will work with Wealth Enhancement Group Advisors to promote the tax offerings with their clients. (This role has remote/hybrid work schedule for local candidates; it will be a seasonal position for the tax season and potentially have full-time opportunity in future.)
This work assignment will be from January 1, 2025, to April 15, 2025. This is a temporary full-time position. **The salary target for this role is approximately $25,000 - $35,000 depending on experience. This is a hourly position and wages will also be dependent on overtime worked and length of tax season hours worked.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Tax Preparation and Compliance
Comprehensive Benefits Offerings
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:
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 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 www.wealthenhancement.com.
Our New Market, MD office is looking for a long- term Seasonal Tax Advisor to support and deliver timely and accurate processing of tax returns that are contracted through the WETCS department. This individual will work with Wealth Enhancement Group Advisors to promote the tax offerings with their clients. (This role has remote/hybrid work schedule for local candidates; it will be a seasonal position for the tax season and potentially have full-time opportunity in future.)
This work assignment will be from January 1, 2025, to April 15, 2025. This is a temporary full-time position. **The salary target for this role is approximately $25,000 - $35,000 depending on experience. This is a hourly position and wages will also be dependent on overtime worked and length of tax season hours worked.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Tax Preparation and Compliance
- Prepare tax returns, including related work documents: individual, Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations.
- Maintain fluency in all aspects of tax compliance
- Conduct tax research and planning, including but not limited to CCH Intelliconnect, BNA projections, special research projects, retirement account recommendations and set-up
- Respond to work with State and Federal Auditors
- Amend tax returns
- Review and respond to tax notices
- Identify iterations in current applications to enhance productivity and timeliness
- Be prepared to join meetings “ad hoc” to support tax work for IM teams
- Maintain relationships with IM teams and their shared clients and identify additional revenue opportunities for both teams
- Act as a subject matter partner to internal support teams
- Answer tax related questions and act as a Subject Matter Expert (SME) for Partners and Planners
- Study and research current industry trends
- Maintain fluency in all tax related software procedures
- Support client service functions for all teams as requested.
- A Bachelor’s degree in Finance, Business or Accounting preferred
- CPA or EA preferred.
- 3-5 years of public accounting experience, preferably tax accounting
- Proficiency in Excel, Work, Drake Tax Software, and all other Drake products are preferred.
- Strong interpersonal skills required to develop team and client relationships
- Strong attention to detail and process
Comprehensive Benefits Offerings
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
- 401k – with match and profit sharing
- Wellness programs and resources
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Salary : $25,000 - $35,000
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