Tax Associate

Tax AssociateWealth 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 90,000 households from our over 175 offices - and growing - nationwide.We are looking for a Tax Associate to support an advising team in California in delivering top-quality tax services to high-net-worth clients and ensuring both the client and our Wealth Enhancement (WE) Financial Advisors satisfaction. This role can work out of either our El Cerrito or Walnut Creek, CA locations. The Tax Associate works closely with Advisors, clients, and internal teams to ensure accurate and timely tax filings and to support broader financial planning strategies.In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $115,000.00, depending on qualifications. This is exclusive of other bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.Primary Job FunctionsPrepare and review individual, trust, and small business tax returns (Forms 1040, 1041, 1065, 1120, 709, etc.)Ensure compliance with federal, state, and local tax regulationsMaintain accurate and organized tax documentation and workpapersAssist with e-filing and submission of returnsClient Service and CommunicationRespond to client inquiries regarding tax documents, deadlines, and filingsCollaborate with financial advisors to gather necessary client informationReview tax notices; assist with initial draft responses to the IRS or state for reviewProvide clear explanations of tax-related matters to clients in a professional mannerMaintain confidentiality and uphold client service standardsTax Planning SupportAssist in the development of tax projections and planning strategiesResearch tax issues and summarize findings for senior staff or advisorsMonitor changes in tax laws and regulations relevant to client portfoliosSupport year-end planning meetings and documentationData Management and Technology UseUtilize tax software for return preparationMaintain accurate records in CRM and document management systemsEnsure timely updates of client tax data and filing statusesReview updates and partner with IT team to solve any issues with tax software programAssist in process improvement initiatives and technology adoptionTeam Collaboration and Professional DevelopmentParticipate in team meetings, training sessions, and firm-wide initiativesCoordinate with team members and tax billing/shipping to make sure proper delivery and transmissionMaintain team tax dashboard to track preparation, notes, revenue and opportunitiesSupport seasonal workload balancing and cross-functional projectsEducation/QualificationsBachelor's degree (or equivalent experience) in Finance or Accounting with a focus on tax preferredIdeal candidates have advanced knowledge and certifications (e.g., CPA, EA), or are willing to pursueCTEC registered tax preparer highly preferred2+ years' experience in tax preparation or public accountingContribute to a positive, inclusive, and high-performance team cultureStrong verbal and written communication skillsExcellent financial acuityProficiency in tax software and technology tools, with knowledge of Drake Software a significant plusComprehensive Benefits OfferingsTraining and professional developmentMedical, dental and vision coverage (Available to full-time employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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 763-417-1700Information 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.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.Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.