Tax Associate
Tax Associate
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$ 57750 - 126000
1 Vacancy
Job Description
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 80000 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 .
Our Darien CT team is hiring a Tax Associate to support their Advisor Team in delivering top-quality tax compliance and advisory services to Individual and Business clients within a high-net-worth team at Wealth Enhancement Group (WEG).The Tax Associate works directly with advisory team members clients and internal teams to ensure accurate tax compliance. The ultimate goal in making this hire is to train an individual to take a leadership and ownership role in the tax business.
This is a hybrid position (3 days in-office each week).
In the spirit of pay transparency we are excited to share the base salary range for this position is $70000.00 to $95000.00 exclusive of bonuses and benefits. This role is also eligible for a discretionary team bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.
Primary Job Functions
Tax Preparation & Compliance
Prepare and review individual trust and small business tax returns (Forms
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 & 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 & 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 & 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
Entrepreneurial interest interested in the end goal of managing their own tax business
Education/Qualifications
Bachelors degree (or equivalent experience) in Finance or Accounting with a focus on tax
preferred
Pursue continuing education and professional certifications (e.g. CPA EA)
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
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified as the Associate level is $57750.00 to $126000.00. However the base salary range bolded above ($70000.00 to $95000.00) is what we expect to pay as a starting range for this position.
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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 participate in the following benefits & development opportunities:
Training and professional development
Medical dental and vision coverage (Available to 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)
Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.
Required Experience:
IC
Employment Type
Full-Time
