Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. They are seeking a Seasonal Tax Associate to support their Advisor Team in delivering tax compliance and advisory services to high-net-worth clients, with an emphasis on training for a leadership role in the tax business.
Responsibilities
- Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals. Client types may include individuals, trusts, estates, partnerships, S & C corporations
- Assist in the preparation of amended tax returns
- Support the review and response process for tax notices
- Contribute to the development of tax projections
- Assist in tax planning projects by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency
- Collaborate with WEG Financial Advisors and clients to gather necessary tax information
- Support the WETCS quality assurance process to ensure accuracy and compliance
- Conduct research on tax issues relevant to specific client scenarios
- Assist in interpreting and applying tax laws and regulations
- Stay informed on updates and changes in tax legislation and regulatory guidance
- Maintain up-to-date knowledge of tax compliance requirements and best practices
- Participate in organizational improvement initiatives
- Collaborate with team members to enhance effectiveness, productivity, and team satisfaction
- Share knowledge and provide support to peers as appropriate
- Contribute to a positive, inclusive, and engaging team culture
Skills
- High School diploma or GED equivalent
- Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation
- Active Oregon Licensed Tax Preparer (LTP) credential issued by the Oregon Board of Tax Practitioners
- Foundational understanding of federal and state tax laws and compliance
- Strong financial and analytical skills
- Excellent verbal and written communication abilities
- Proficient in Microsoft Excel and professional tax software (preferably Drake)
- Detail-oriented, collaborative, and solution-focused
- Strong desire to grow into an outstanding tax professional
Benefits
- Training and professional development
- 401k – with match and profit sharing
- Wellness programs and resources
- Worker's compensation
Company Overview
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