Tax Consultant (Hybrid or Remote)
About The Position
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 90,000 households from our over 175 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 have an exciting opportunity for a Tax Consultant! As a key part of our team, the Tax Consultant delivers integrated tax planning and advisory services to clients of Wealth Enhancement Group. This role partners closely with financial advisors and portfolio managers to develop tax-efficient strategies that support clients’ holistic financial goals, ensuring compliance and further enhancing the firm’s expertise in tax-related matters. This is a seasonal, full-time position from January to April 2027, with potential for part-time work after tax season. This role is available as an On-site or Remote position. In the spirit of pay transparency, we are excited to share the hourly rate for this position is $38.00 to $50.00 per hour, depending on experience.
Requirements
- Bachelor's degree (or equivalent experience) in accounting, finance, or a related field preferred
- Minimum of 5 years of experience in tax planning and compliance, preferably in a wealth management or advisory setting
- Strong knowledge of individual, trust, and small business taxation
- Proficiency in tax software and financial planning tools
- Excellent analytical, communication, and interpersonal skills
Responsibilities
- Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals, for client types including individuals, trusts, estates, partnerships, and S & C corporations.
- Assist in preparing amended tax returns.
- Support the review and response process for tax notices.
- Contribute to the development of tax projections.
- Review and interpret federal, state, and local tax regulations relevant to client situations.
- Ensure accurate and timely filing of tax returns.
- Assist clients with estimated tax payments, IRS correspondence, and audit support as needed.
- Serve as the in-house tax resource for advisors and investment professionals.
- Participate in client meetings to explain tax implications of investment and planning decisions.
- Contribute to internal training and development on tax-related topics.
- Stay current on tax law changes and assess their impact on client strategies.
- Develop and maintain tax planning tools, templates, and best practices.
- Contribute to white papers, newsletters, and client education materials on tax topics.
- All other duties as assigned.
Benefits
- Training and professional development
- 401k – with match and profit sharing
- Wellness programs and resources
- Worker's compensation – employer paid
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
