Tax Associate

Wealth Enhancement Group•El Cerrito, CA

8d•$80,000 - $115,000•Onsite

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. We are looking for a Tax Associate to supports an advising team in California in delivering top-quality tax services to high-net-worth clients and ensuring both the client and our Wealth Enhancement (WE) Financial Advisors satisfaction. This role can work out of either our El Cerrito or Walnut Creek, CA locations. The Tax Associate works closely with Advisors, clients, and internal teams to ensure accurate and timely tax filings and to support broader financial planning strategies. In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $115,000.00, depending on qualifications. This is exclusive of other 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' experience in tax preparation or public accounting
Contribute to a positive, inclusive, and high-performance team culture
Strong verbal and written communication skills
Excellent financial acuity
Proficiency in tax software and technology tools, with knowledge of Drake Software a significant plus

Nice To Haves

Ideal candidates have advanced knowledge and certifications (e.g., CPA, EA), or are willing to pursue CTEC registered tax preparer highly preferred

Responsibilities

Tax Compliance and Preparation Prepare and review individual, trust, and small business tax returns (Forms 1040, 1041, 1065, 1120, 709, etc.)
Ensure compliance with federal, state, and local tax regulations
Maintain accurate and organized tax documentation and workpapers
Assist with e-filing and submission of returns
Client Service and Communication Respond to client inquiries regarding tax documents, deadlines, and filings
Collaborate with financial advisors to gather necessary client information
Review tax notices; assist with initial draft responses to the IRS or state for review
Provide clear explanations of tax-related matters to clients in a professional manner
Maintain confidentiality and uphold client service standards
Tax Planning Support Assist in the development of tax projections and planning strategies
Research tax issues and summarize findings for senior staff or advisors
Monitor changes in tax laws and regulations relevant to client portfolios
Support year-end planning meetings and documentation
Data Management and Technology Use Utilize tax software for return preparation
Maintain accurate records in CRM and document management systems
Ensure timely updates of client tax data and filing statuses
Review updates and partner with IT team to solve any issues with tax software program
Assist in process improvement initiatives and technology adoption
Team Collaboration and Professional Development Participate in Team meetings, training sessions, and firm-wide initiatives
Coordinate with Team members and tax billing/shipping to make sure proper delivery and transmission
Maintain Team tax dashboard to track preparation, notes, revenue and opportunities
Support seasonal workload balancing and cross-functional projects

Benefits

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)