Remote Tax Associate — Grow Your CPA Path

Wealth Enhancement Group, LLC; EE. UU.; A distancia; USD 70.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training and professional development

Medical, dental and vision coverage

Health Savings Account with employer H

Life and AD&D insurance

Descripción de la vacante

Wealth Enhancement Group, LLC is seeking a Tax Associate for a fully remote role in the U.S. The position supports Tax Operations, Planning and Research with a focus on delivering high‑quality tax services for individuals, trusts and entities.

The company stresses pay transparency and offers a clear base salary ($70,000–$80,000) plus potential bonuses, extensive professional development, and comprehensive benefits.

Formación

• Bachelor's in Finance or Business; BS in Accounting preferred.
• Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation.
• 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.
• Excellent verbal and written communication abilities, with a focus on clarity, professionalism, and collaboration.
• Proficient in Microsoft Excel, including use of formulas and data analysis tools; experience with professional tax software, preferably CCH Axcess or similar software.
• Strong desire to develop into an outstanding tax professional.
• Collaborative; strong team‑orientation.
• Positive solution‑focused attitude.
• Detail oriented and diligent.
• Drive for results and excellence.
• Proficient at using AI and digital tools.

Responsabilidades

• Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals.
• 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.
• 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.
• Help collect and organize tax-related documents from clients and advisor teams.
• Assist with document intake and processing workflows.
• Contribute to the assessment of client tax complexity.
• Provide general support to the Tax Operations team as needed.
• Maintain up-to-date knowledge of tax compliance requirements and best practices.
• Develop proficiency in tax software, tools, and internal procedures used at WETCS.
• Deepen expertise in at least one area of taxation annually through continuing education and self‑directed learning.
• Actively pursue CPA or EA certification.
• Monitor trends and developments in the tax industry to enhance service delivery.
• Participate in organizational improvement initiatives.
• Foster strong working relationships with WETCS colleagues and WEG stakeholders.
• 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.
• Improve Service Quality by Using AI and Digital Tools: Use approved AI and digital tools to simplify work, improve service quality and increase efficiency, while validating outputs for accuracy, privacy and business alignment.

Conocimientos

Analytical skills

Verbal & written communication

Team collaboration

Attention to detail

Educación

Bachelor's in Finance or Business; BS in Accounting preferred

Herramientas

MS Excel

CCH Axcess or similar tax software

Descripción del empleo

Wealth Enhancement Group, LLC is seeking a Tax Associate for a fully remote role in the U.S. The position supports Tax Operations, Planning and Research with a focus on delivering high‑quality tax services for individuals, trusts and entities.

The company stresses pay transparency and offers a clear base salary ($70,000–$80,000) plus potential bonuses, extensive professional development, and comprehensive benefits.