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Wealth Enhancement · 6 days ago

Seasonal Tax Preparer

United States

Full-time

Remote

Entry, Mid Level

$25/hr - $25/hr

2+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Seasonal Tax Preparer will support tax advisors in delivering exceptional tax services for individuals and small businesses during the 2026 Tax Season, ensuring accurate and compliant tax returns.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Review client information, supporting documents, and workpapers

Identify missing information required to prepare a return

Surface potential tax issues or areas requiring senior review

Ensure returns move efficiently through the preparation workflow and meet filing deadlines

Maintain organized notes, workpapers, and supporting documents in CCH Document

Coordinate with team members to ensure team process, policy, and guidelines are followed

Complete returns using CCH Axcess, in consultation with senior members of our team if needed

Maintain client confidentiality; adhere to firm policies, IRS regulations, and professional standards

Qualification

EACPAIndividual tax preparationFederalState tax lawsCCH AxcessMicrosoft ExcelAnalytical skillsSolution-focused attitudeDrive for resultsDetail orientedTeam-oriented

Required

Bachelor's in Finance or Business; BS in Accounting preferred. Equivalent experience considered

Minimum of 2 years' experience preparing Individual (Form 1040) taxes for medium to high complexity tax situations

Experience with multi-state return preparation

Foundational understanding of federal and state tax laws, regulations, and compliance requirements

Strong financial and analytical skills, with the ability to interpret financial statements, asset transactions, and tax documents accurately

Ability to manage high-volume workflow during peak deadlines

Proficient in Microsoft Excel, including use of formulas and data analysis tools; experience with CCH Axcess or similar software

Highly motivated to be an outstanding tax professional

Collaborative; strong team-orientation

Positive with solution-focused attitude

Detail oriented

Drive for results and excellence

Preferred

EA or CPA Preferred

3+ years of concurrent experience preparing Trust, Estate, Gift, or small business (partnerships, LLCs, S-Corporation) tax returns would be a plus

Benefits

Training and professional development

401k – with match and profit sharing

Wellness programs and resources

Worker's compensation – employer paid

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees