Tax Associate

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 Darien, CT team is hiring a 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 ultimate goal in making this hire is to train an individual to take a leadership and ownership role in the tax business.

This is a hybrid position (3 days in-office each week).

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $95,000.00, exclusive of bonuses and benefits. This role is also eligible for a discretionary team bonus plan. 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 Functions

Tax Preparation & Compliance

• Prepare and review individual, trust, and small business tax returns (Forms 1040, 1041,

• 1065, 1120, 709, etc.)

• Ensure compliance with federal, state, and local tax regulations

• Maintain accurate and organized tax documentation and workpapers

• Assist with e-filing and submission of returns

Client Service & Communication

• Respond to client inquiries regarding tax documents, deadlines, and filings

• Collaborate with financial advisors to gather necessary client information

• Review tax notices; assist with initial draft responses to the IRS or state for review

• Provide clear explanations of tax-related matters to clients in a professional manner

• Maintain confidentiality and uphold client service standards

Tax Planning Support

• Assist in the development of tax projections and planning strategies

• Research tax issues and summarize findings for senior staff or advisors

• Monitor changes in tax laws and regulations relevant to client portfolios

• Support year-end planning meetings and documentation

Data Management & Technology Use

• Utilize tax software for return preparation

• Maintain accurate records in CRM and document management systems

• Ensure timely updates of client tax data and filing statuses

• Review updates and partner with IT team to solve any issues with tax software program

• Assist in process improvement initiatives and technology adoption

Team Collaboration & Professional Development

• Participate in Team meetings, training sessions, and firm-wide initiatives

• Coordinate with Team members and tax billing/shipping to make sure proper delivery and

• transmission

• Maintain Team tax dashboard to track preparation, notes, revenue and opportunities

• Support seasonal workload balancing and cross-functional projects

• Entrepreneurial interest interested in the end goal of managing their own tax business

Education/Qualifications

• Bachelor’s degree (or equivalent experience) in Finance or Accounting with a focus on tax

• preferred

• Pursue continuing education and professional certifications (e.g., CPA, EA)

• 2+ years' experience in tax preparation or public accounting

• Contribute to a positive, inclusive, and high-performance team culture

• Strong verbal and written communication skills

• Excellent financial acuity

• Proficiency in tax software and technology tools

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 Associate level is $57,750.00 to $126,000.00. However, the base salary range bolded above ($70,000.00 to $95,000.00) 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

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 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 763-417-1700

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.