Tax Assistant
About The Position
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.
Requirements
- 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.
Responsibilities
- 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 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.
- 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.
- 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.
Benefits
- 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)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
