Seasonal Tax Operations Administrator

Wealth Enhancement Group

14d•$27 - $33•Remote

About The Position

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 80,000 households from our over 140 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 Wealth Enhancement Tax & Consulting Services (WETCS) team is looking for a Seasonal Tax Operations Administrator. This role is accountable, along with other members of the Tax Operations Team, for ensuring effective and efficient operations of our business. WETCS is the in-house tax services organization at Wealth Enhancement Group, a top-5 RIA (Registered Investment Advisor) wealth management and financial advisory firm with over 100 locations nationwide. This role helps implement, execute, and optimize operational processes impacting WETCS clients, tax advisors, financial advisors, and internal departments that work with our Tax organization and is critical to achieving high client, financial advisor, and tax advisor satisfaction. Helps enhance WEG and WETCS brands via high quality work output and professional, responsive, and respectful interactions with clients, and WEG employees. This position will work through April 30th, 2026. In the spirit of pay transparency, we are excited to share the base hourly range for this position is $27.00 - $33.00/hour, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.

Requirements

Minimum of 3 years of tax operations administration experience.
Ability to effectively manage multiple tasks or projects simultaneously.
Strong verbal and written communication skills.
Intermediate-level experience using Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document Collaborative; strong team-orientation.
Positive solution-focused attitude.
Calm and focused under pressure.
Highly organized and diligent.
Strong process and detail orientation.
Drive for results and excellence.
Some travel to a remote office may be required.
Must be willing to work long hours during peak tax seasons.
Remote, full-time role: The ability to stand or sit for long periods of time, to use the telephone and computer systems.
Ability to lift 10 pounds.

Nice To Haves

Associate degree preferred.
Bachelor’s degree strongly preferred.

Responsibilities

Engage with clients to clarify tax operations processes, get Engagement Letters signed, and address client inquiries about tax organizers, required documents, and tax operations.
Work with clients and Financial Advisory Teams to ensure tax documentation required by Tax Advisors to process new client referrals is available when needed.
Follow-up with clients to get missing tax documentation and ensure Tax Advisors do not have to engage in operational tasks.
Work with Financial Advisors to ensure clients’ tax-relevant financial information and related documents are shared with Tax Advisors.
Ensure clients and Financial Advisors are updated on work status, as needed.
Help resolve any client and Financial Advisor issues with tax operations.
Set up client, financial advisor, tax advisor, services, pricing, and other required information in tax operations systems and/or tax software.
Enter / upload client data and documents into systems.
Transfer client documents, as needed, to the appropriate systems storage locations.
Review and ensure accuracy of all tax operations systems data.
Send, track, and ensure signing of Engagement Letters.
Prepare, send, track, and ensure completion of tax organizers.
Manage receipt, storage and return of client tax documents.
Process and scan/ingest client documents into tax software.
Identify missing documents and follow up to get them.
Gather 1099s and other tax-related forms
Manage 8879s submissions and eFile tax returns
Manage / update workflow statuses in tax operations systems / software
Prepare organizers, tax returns, etc. for clients and Tax Advisors
Resolve issues raised by Tax Advisors regarding missing documents and process
Track regulatory notices, planning / projections / consulting services requests, etc.
Assist in defining and implementing tax operations processes.
Assist with measuring tax operations effectiveness and efficiency.
Help identify areas for continuing process and systems optimization.
Provide pre-defined and ad hoc reporting on tax operations.
Create and send client invoices, manage chargebacks, and coordinate with Accounting.
Ensure tax operations and client records are kept up to date.
Set up client appointments with Tax Advisors.
Assist in organizing team activities
Build and maintain good relationships with Tax Advisors, Financial Advisors, and clients.
Collaborate with team members to improve team effectiveness, productivity, & satisfaction.
Share expertise and assist team members as appropriate.
Participate in team meetings, activities and offsites.
Contribute to maintaining a positive and fun team culture.