Wealth Enhancement Group · 8 hours ago
Seasonal Tax Advisor
United States
Full-time
Remote
Mid Level
3+ years exp
Maximize your interview chancesFinancial ServicesRisk Management
Hiring Manager
Nicole Rusling, PRC
Insider Connection @Wealth Enhancement Group
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Responsibilities
Prepare tax returns, including related work documents: individual, Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations.
Maintain fluency in all aspects of tax compliance
Conduct tax research and planning, including but not limited to CCH Intelliconnect, BNA projections, special research projects, retirement account recommendations and set-up
Respond to work with State and Federal Auditors
Amend tax returns
Review and respond to tax notices
Identify iterations in current applications to enhance productivity and timeliness
Be prepared to join meetings “ad hoc” to support tax work for IM teams
Maintain relationships with IM teams and their shared clients and identify additional revenue opportunities for both teams
Act as a subject matter partner to internal support teams
Answer tax related questions and act as a Subject Matter Expert (SME) for Partners and Planners
Study and research current industry trends
Maintain fluency in all tax related software procedures
Support client service functions for all teams as requested.
Qualification
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Required
Prepare tax returns, including related work documents: individual, Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations.
Maintain fluency in all aspects of tax compliance
Conduct tax research and planning, including but not limited to CCH Intelliconnect, BNA projections, special research projects, retirement account recommendations and set-up
Respond to work with State and Federal Auditors
Amend tax returns
Review and respond to tax notices
Identify iterations in current applications to enhance productivity and timeliness
Be prepared to join meetings 'ad hoc' to support tax work for IM teams
Maintain relationships with IM teams and their shared clients and identify additional revenue opportunities for both teams
Act as a subject matter partner to internal support teams
Answer tax related questions and act as a Subject Matter Expert (SME) for Partners and Planners
Study and research current industry trends
Maintain fluency in all tax related software procedures
Support client service functions for all teams as requested.
Strong interpersonal skills required to develop team and client relationships
Strong attention to detail and process
Preferred
A Bachelor’s degree in Finance, Business or Accounting
CPA or EA
3-5 years of public accounting experience, preferably tax accounting
Proficiency in Excel, Work, Drake Tax Software, and all other Drake products
Benefits
Training and professional development
401k – with match and profit sharing
Wellness programs and resources
Company
Wealth Enhancement Group
Wealth Enhancement Group offers customized financial planning and investment management services.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity· Undisclosed
Leadership Team
Kelly Windorski
Chief Financial Officer
Terri Kallsen
Chief Operating Officer
Recent News
2024-05-31
2024-05-04
Coverager - Insurance news and insights
2023-12-23
Company data provided by crunchbase
