Tax Associate

About Wealth Enhancement

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 90,000 households from our over 175 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.

We have an exciting opportunity for a Tax Associate! At Wealth Enhancement Tax & Consulting Services (WETCS), this role supports our team in delivering exceptional tax services to clients. Responsibilities include preparing and reviewing proforma and finalized tax returns, assisting with tax planning and consulting engagements, contributing to quality assurance efforts, and supporting day-to-day tax operations. This is an excellent opportunity for aspiring or early-career tax professionals to deepen their technical tax knowledge and gain hands-on experience. The role is designed as a stepping stone toward positions with full-cycle tax service responsibilities and direct client relationship management. This role collaborates with other WETCS and WE employees to improve individual and team expertise, effectiveness, efficiency and satisfaction, and helps enhance the WETCS and WE brands via high-quality work output and professional, responsive, and respectful interactions with clients, WEG employees, and professional communities. This role offers the remote work option, as well as excellent career growth potential. This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits. 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 Planning (~60%)

• 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.

Tax Research and Analysis (~10%)

• 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.

Tax Operations (~15%)

• 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.

Tax expertise and Professional Growth (~10%)

• 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.

Team Collaboration (~5%)

• 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.

Improve Service Quality by Using Ai and Digital Tools

• 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 and knowledge gaps, or issues related to digital tools.

Education/Qualifications

• 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.
• Proficient at using AI and digital tools.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $77,261.00 - $97,600.00. However, the base salary range bolded above ($70,000.00 to $80,000.00) is what we expect to pay as a starting range for this position.

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 be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full-time 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700. 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.

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 may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.