Seasonal Tax Preparer

Wealth Enhancement Group; Remote; EUR 40.000 - 60.000; Teilzeit

Zusammenfassung

A financial services firm is seeking a Seasonal Tax Preparer to provide expert tax services for clients during the 2026 tax season. The role requires a minimum of 5 years' experience in preparing complex individual tax returns, strong analytical skills, and proficiency in applicable software. This flexible, remote position offers an hourly rate of $38.00 to $40.00, alongside comprehensive benefits including training and professional development opportunities. Join a collaborative team to ensure timely and compliant tax services.

Leistungen

Training and professional development

401k with match and profit sharing

Wellness programs and resources

Qualifikationen

• Minimum of 5 years’ experience preparing Individual taxes for medium to high complexity situations.
• 3+ years experience preparing Trust, Estate, Gift, or small business tax returns is a plus.
• Foundational understanding of federal and state tax laws, regulations, and compliance.

Aufgaben

• Review client information, supporting documents, and workpapers.
• Identify missing information required to prepare a return.
• Ensure returns move efficiently through the preparation workflow and meet filing deadlines.

Kenntnisse

Financial and analytical skills

Detail oriented

Collaborative team orientation

Proficient in Microsoft Excel

Ausbildung

Bachelor’s in Finance or Business; BS in Accounting preferred.

EA or CPA Preferred

Tools

CCH Axcess

Jobbeschreibung

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.

Seasonal Tax Preparer

We’re looking for a Seasonal Tax Preparer who can help support our team of tax advisors and financial advisors in delivering exceptional Individual and Small Business tax services to clients for the 2026 Tax Season.

Are you an experienced tax professional looking for a flexible, work‑from‑home role that allows you to put your tax knowledge to good use without committing to a year‑round position?

As a Seasonal Tax Preparer, you will join a talented and collaborative group of experienced tax and operations professionals to ensure clients receive accurate, timely, and compliant tax returns.

Duration: December 1, 2025, to April 15, 2026.

Work Hours: Average of 40 – 55 hours per week working remotely within the contiguous US. Flexible schedule – at least 4 hours worked between 8 am – 5 pm Central Standard Time daily.

In the spirit of pay transparency, we are excited to share the hourly range for this position is $38.00 – $40.00.

Primary Job Functions

• Review client information, supporting documents, and workpapers
• Identify missing information required to prepare a return
• Surface potential tax issues or areas requiring senior review
• Ensure returns move efficiently through the preparation workflow and meet filing deadlines
• Maintain organized notes, workpapers, and supporting documents in CCH Document
• Coordinate with team members to ensure team process, policy, and guidelines are followed
• Complete returns using CCH Axcess, in consultation with senior members of our team if needed
• Maintain client confidentiality; adhere to firm policies, IRS regulations, and professional standards

Education / Qualifications

• Bachelor’s in Finance or Business; BS in Accounting preferred. Equivalent experience considered.
• EA or CPA Preferred
• Minimum of 5 years’ experience preparing Individual (Form 1040) taxes for medium to high complexity tax situations.
• 3+ years of concurrent experience preparing Trust, Estate, Gift, or small business (partnerships, LLCs, S‑Corporation) tax returns would be a plus.
• Experience with multi‑state return preparation.
• Foundational understanding of federal and state tax laws, regulations, and compliance requirements.
• Strong financial and analytical skills, with the ability to interpret financial statements, asset transactions, and tax documents accurately.
• Ability to manage high‑volume workflow during peak deadlines.
• Proficient in Microsoft Excel, including use of formulas and data analysis tools; experience with CCH Axcess or similar software.
• Highly motivated to be an outstanding tax professional.
• Collaborative; strong team‑orientation.
• Positive with solution‑focused attitude.
• Detail oriented
• Drive for results and excellence.

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

Additional Information

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.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone and 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.