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 90,000 households from our over 175 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.
We have an exciting opportunity for a Tax Consultant! As a key part of our team, the Tax Consultant delivers integrated tax planning and advisory services to clients of Wealth Enhancement Group. This role partners closely with financial advisors and portfolio managers to develop tax-efficient strategies that support clients’ holistic financial goals, ensuring compliance and further enhancing the firm’s expertise in tax-related matters. This is a seasonal, full-time position from January to April 2027, with potential for part-time work after tax season.
This role is available as an On-site or Remote position.
In the spirit of pay transparency, we are excited to share the hourly rate for this position is $38.00 to $50.00 per hour, depending on experience.
Primary Job Functions
Tax Preparation and Planning
- Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals, for client types including individuals, trusts, estates, partnerships, and S & C corporations.
- Assist in preparing amended tax returns.
- Support the review and response process for tax notices.
- Contribute to the development of tax projections.
Tax Compliance Support
- Review and interpret federal, state, and local tax regulations relevant to client situations.
- Ensure accurate and timely filing of tax returns.
- Assist clients with estimated tax payments, IRS correspondence, and audit support as needed.
Internal Collaboration
- Serve as the in-house tax resource for advisors and investment professionals.
- Participate in client meetings to explain tax implications of investment and planning decisions.
- Contribute to internal training and development on tax-related topics.
Research and Strategy
- Stay current on tax law changes and assess their impact on client strategies.
- Develop and maintain tax planning tools, templates, and best practices.
- Contribute to white papers, newsletters, and client education materials on tax topics.
Projects
- All other duties as assigned.
Education/Qualifications
- Bachelor's degree (or equivalent experience) in accounting, finance, or a related field preferred
- Minimum of 5 years of experience in tax planning and compliance, preferably in a wealth management or advisory setting
- Strong knowledge of individual, trust, and small business taxation
- Proficiency in tax software and financial planning tools
- Excellent analytical, communication, and interpersonal skills
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 this level is $57,750 - $126,000. However, the hourly rate bolded above ($38.00 to $50.00 per hour) 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 be eligible to participate in the following benefits & development opportunities:
Training and professional development
401k – with match and profit sharing
Wellness programs and resources
Worker's compensation – employer paid
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.
Skills Required
- Minimum of 5 years of experience in tax planning and compliance (preferably in wealth management or advisory setting).
- Experience preparing and reviewing tax returns for individuals, trusts, estates, partnerships, S and C corporations.
- Strong knowledge of individual, trust, and small business taxation.
- Proficiency in tax software and financial planning tools.
- Excellent analytical, communication, and interpersonal skills.
- Bachelor's degree (or equivalent experience) in accounting, finance, or related field.
Wealth Enhancement Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth Enhancement Group and has not been reviewed or approved by Wealth Enhancement Group.
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Healthcare Strength — Coverage spans medical, dental, vision, employer-paid life, and short- and long-term disability with added wellness resources. Options such as HSAs/FSAs, critical illness/accident coverage, an EAP, and digital fitness broaden overall health support.
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Retirement Support — A 401(k) with company match and immediate vesting is offered alongside discretionary profit sharing. These features strengthen long-term financial security for employees.
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Parental & Family Support — Paid parental leave at full pay and paid caregiver leave are included. These policies signal meaningful support for growing families and caregiving needs.
Wealth Enhancement Group Insights
What We Do
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
