Tax Preparation & Planning Analyst

Wealth Enhancement Group Acquisition•Malvern, PA

54d•Hybrid

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 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 have a unique opportunity in our Malvern, PA office for a Tax Preparation & Planning Analyst who can assist with preparing and reviewing tax returns, supporting client relationships, and helping with planning throughout the year. The ideal candidate will be detail-oriented, comfortable working directly with clients, and eager to be part of a collaborative financial planning team. Role Structure Ability to work up to full-time during tax planning season (compensation during tax season is determined based on the number of returns prepared or reviewed) If desired, opportunity to stay on for additional planning support throughout the rest of the year is available on a part-time, hourly basis Hybrid schedule: must be able to be on-site at Malvern, PA office once weekly during peak tax season to connect with the team and support collaborative work. Outside of that, you will have flexibility to work remotely or in-office as you prefer.

Requirements

Bachelor's degree (or equivalent experience) in Accounting, Finance or related field
Experience in tax return preparation services
Working knowledge of Schedule C reporting, 1099 brokerage statements, and K-1s
Strong attention to detail and organizational skills
Strong knowledge of tax laws and regulations

Nice To Haves

Experience using ProSeries Professional and/or CCH Access Software is preferred, but not required
Familiarity with SmartVault for client tax document storage is preferred but not required
CPA or EA a plus, but not required

Responsibilities

Prepare and review individual 1040 and estate/trust 1041 tax returns, including high-net-worth families
Communicate with clients to gather and organize tax documents
Ensure accurate and timely filing of returns and related paperwork
Analyze financial data and documents to ensure accurate tax reporting
Conduct tax research and stay updated on federal, state, and local tax laws
Develop and assist with tax planning strategies that integrate with overall financial planning, if needed
Maintain relationships with wealth management teams and their shared clients
Act as subject matter expert to internal support teams
Be prepared to join meetings 'ad hoc' to support tax work for wealth management teams