[Remote] Tax Associate

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