Teams at Wealth Enhancement Group

Prepare individual, trust and estate, gift, and related business tax returns for high-net-worth clients. Conduct tax research, identify planning opportunities, support wealth management teams, monitor tax law changes, maintain tax software proficiency, and contribute to process improvements, revenue opportunities, and client service delivery. This is a temporary full-time seasonal assignment from December 1, 2026, through April 30, 2027.

Develop and qualify prospective clients for financial advisors through high-volume outbound calls and emails. Screen prospects, set advisor appointments, communicate the firm's wealth management services, and maintain accurate opportunity data in Salesforce. The role also requires compliance with securities regulations, ongoing financial industry knowledge, collaboration with Marketing, and effective use of AI and digital tools.

Prepares and reviews individual, trust, estate, partnership, S corporation, and C corporation tax returns; supports amended returns, tax notices, projections, planning, research, and quality assurance. Organizes client documents, analyzes financial and tax information, applies tax laws, uses tax software and digital tools, and collaborates with advisors, clients, and tax professionals. The role emphasizes professional development toward CPA or EA certification and future full-cycle tax service responsibilities.