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.
We have a unique opportunity in our Malvern, PA office for a Tax Preparation & Planning Analyst who can assist with preparing and reviewing tax returns, supporting client relationships, and helping with planning throughout the year. The ideal candidate will be detail-oriented, comfortable working directly with clients, and eager to be part of a collaborative financial planning team.
Role Structure
Ability to work up to full-time during tax planning season (compensation during tax season is determined based on the number of returns prepared or reviewed)
If desired, opportunity to stay on for additional planning support throughout the rest of the year is available on a part-time, hourly basis
Hybrid schedule: must be able to be on-site at Malvern, PA office once weekly during peak tax season to connect with the team and support collaborative work. Outside of that, you will have flexibility to work remotely or in-office as you prefer.
Key Responsibilities:
Tax Preparation and Planning
Prepare and review individual 1040 and estate/trust 1041 tax returns, including high-net-worth families
Communicate with clients to gather and organize tax documents
Ensure accurate and timely filing of returns and related paperwork
Analyze financial data and documents to ensure accurate tax reporting
Conduct tax research and stay updated on federal, state, and local tax laws
Develop and assist with tax planning strategies that integrate with overall financial planning, if needed
Foster Teamwork
Maintain relationships with wealth management teams and their shared clients
Act as subject matter expert to internal support teams
Be prepared to join meetings ‘ad hoc’ to support tax work for wealth management teams
Qualifications/Education
Bachelor’s degree (or equivalent experience) in Accounting, Finance or related field
Experience in tax return preparation services
Experience using ProSeries Professional and/or CCH Access Software is preferred, but not required
Familiarity with SmartVault for client tax document storage is preferred but not required
Working knowledge of Schedule C reporting, 1099 brokerage statements, and K-1s
Strong attention to detail and organizational skills
Strong knowledge of tax laws and regulations
CPA or EA a plus, but not required
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.
Top Skills
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.
