Tax Consultant
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. This is a temporary, full-time assignment running from December 1, 2026, through April 30, 2027. The role prepares tax returns and related workpapers for high-net-worth families and their related business and legal entities, primarily individual (1040), trust/estate (1041), and gift (709) returns. It also involves identifying tax-planning opportunities and integrating them into comprehensive financial plans, conducting tax research, collaborating with wealth management teams and clients, contributing tax expertise to internal support teams, improving processes and productivity, identifying revenue opportunities, and keeping current with tax law, software, industry trends, and continuing education requirements.
Requirements
- Bachelor of Science degree in accounting or relevant experience.
- At least 5 years of tax return preparation experience.
Responsibilities
- Prepare tax returns and related workpapers for high-net-worth families and related business and legal entities using Intuit ProSeries Professional and SmartVault tax integration software.
- Focus primarily on individual (1040), trust/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 improvements to current processes and applications to increase productivity, timeliness, and delivery of tax services.
- Identify additional revenue opportunities for both teams.
- Use region-specific knowledge to support targeted marketing messages.
- Review and communicate material tax law changes daily.
- Maintain fluency in tax-related software programs and research current industry trends.
- Maintain continuing education requirements for professional certifications.
Benefits
- Training and professional development
- 401(k) with match and profit sharing
- Wellness programs and resources
- Employer-paid workers’ compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
