Tax Consultant

Wealth Enhancement Group•Malvern, PA

1d•Hybrid

About The Position

The Hoover–Braun Team of Wealth Enhancement, located in Malvern, Pennsylvania, is hiring a seasonal tax preparer to support the timely and accurate processing of tax returns contracted through Wealth Enhancement Tax & Consulting Services (WETCS). This temporary, full-time assignment runs from December 1, 2026, to April 30, 2027. The role prepares tax returns and related work papers for high-net-worth families and their related business and legal entities. Its primary focus is individual (1040), trust and estate (1041), and gift (709) returns, using Intuit ProSeries Professional and SmartVault tax integration software. The consultant also identifies tax-planning opportunities, conducts tax research, collaborates with wealth management teams, and contributes to productivity and revenue growth. The position requires a bachelor's degree in accounting or relevant experience and at least five years of tax return preparation experience. The role requires the ability to stand or sit for extended periods, file documents in high or low cabinets, and use a telephone and computer systems.

Requirements

Bachelor of Science in accounting or relevant experience.
At least five years of tax return preparation experience.
Ability to stand or sit for long periods.
Ability to file documents in high or low cabinets.
Ability to use a telephone and computer systems.

Responsibilities

Prepare tax returns and related work papers for high-net-worth families and their related business and legal entities.
Prepare individual (1040), trust and estate (1041), and gift (709) tax returns.
Identify tax-planning opportunities and integrate them into comprehensive financial plans, including retirement account recommendations and setup.
Conduct tax research.
Maintain relationships with wealth management teams and their shared clients.
Contribute to a culture of sharing and serve as a subject matter expert to internal support teams.
Join ad hoc meetings to support tax work for wealth management teams.
Identify opportunities to improve processes and applications to enhance productivity, timeliness, and delivery of tax services.
Identify additional revenue opportunities for both teams.
Use region-specific knowledge to develop targeted marketing messages.
Review and communicate material tax law changes daily.
Maintain fluency in tax-related software programs and study current industry trends.
Maintain continuing education requirements for professional certifications.