Tax Assistant

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.

Our Houston, Texas office has an exciting opportunity for a Tax Associate!
This role supports the Tax Advisors in delivering high-quality tax advice, planning, and return preparation services to clients. This position collaborates with other tax employees to improve individual and team expertise, effectiveness, efficiency and satisfaction, and helps enhance the Wealth Enhancement brand via high-quality work output and professional, responsive, and respectful interactions with clients, WEG employees, and communities.

This role is an On-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $45,000.00 to $60,000.00, 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 Support

• Gather and organize tax-related information or documents.
• Communicate with clients and Advisors to ensure information is received in a timely manner.
• Input data into software systems, verifying accuracy.
• Assist in preparing simple returns.
• Conduct research into accounts and associated transactions upon request.
• Review and respond to tax notices.

Help Drive Effectiveness, Productivity and Revenue Increases

• Help identify and/or operationalize process, systems, tools, and communications improvements to enhance effectiveness, productivity and responsiveness.
• Help identify opportunities to increase value delivered to clients and revenue for WETCS and Financial Advisor teams while working with clients.
• When appropriate, promote WETCS services offerings to assigned tax clients.
• Ensure that urgent or high impact issues affecting assigned clients are quickly resolved.

Foster Teamwork

• Build and maintain good relationships with Financial Advisor teams and clients.
• Collaborate with team members to improve team effectiveness, productivity, and satisfaction.
• Share tax expertise and assist team members as appropriate.
• Contribute to maintaining a positive and fun team culture.

Tax expertise and Professional Growth

• Maintain expertise in all aspects of tax compliance.
• Maintain fluency in tax related software, tools and procedures used at WETCS.
• Grow your tax expertise in at least one area of tax each year through continuing professional education and individual learning.
• Stay informed about current trends in tax and the tax services industry.

Education/Qualifications

• Bachelor's degree (or equivalent experience) in Finance or Accounting with a focus on tax preferred.
• 2+ years of experience in tax preparation or analysis, preferably in a financial advisory or public accounting setting.
• Desire to obtain credentials (CPA, EA, JD).
• Strong verbal and written communication skills.
• Excellent financial acuity.
• Collaborative; strong team-orientation.
• Positive solution-focused attitude.
• Detail oriented and diligent.
• Drive for results and excellence.

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.

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 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.