Seasonal Tax Associate - Team (Hybrid)

About Wealth Enhancement

Wealth 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 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Clackamas, OR is hiring a Seasonal Tax Associate to support their Advisor Team in delivering top-quality tax compliance and advisory services to Individual and Business clients within a high-net-worth team at Wealth Enhancement Group (WEG). The Tax Associate works directly with advisory team members, clients, and internal teams to ensure accurate tax compliance. The goal in making this hire is to train an individual to take a leadership and ownership role in the tax business. (This role is a Seasonal role for January – April 2026, it does have opportunity to work a hybrid work schedule.)

In the spirit of pay transparency, we are excited to share the hourly pay range for this seasonal position (January through April) is $33.00 to $38.00 per hour. We encourage you to apply and share your compensation expectations with us during the process.

Primary Job Functions

Tax Preparation & Planning

• 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.

Tax Research and Analysis

• 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.

Team Collaboration

• 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.

Education/Qualifications

• 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

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $67,500.00 to $97,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• 401k – with match and profit sharing

• Wellness programs and resources

• Worker's compensation

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information 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.

Click the following link to view Federal and E-Verify posters: Link

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.