Remote Tax Associate: Growth & CPA Path

Wealth Enhancement; United States; Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental, and vision coverage

Health Savings Account

Life and AD&D insurance

401k with match

Paid time off

Paid holidays

Paid parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Tax & Consulting Services (WETCS) is hiring a Tax Associate for a remote role in the United States. The position focuses on preparing and reviewing tax returns, planning, and supporting daily tax operations, with opportunities for CPA/EA certification and professional growth.

The role emphasizes teamwork with WETCS and Wealth Enhancement colleagues to deliver high-quality services, improve processes, and engage with diverse client types in a supportive environment.

Qualifications

• Bachelor's in Finance or Business; accounting background preferred.
• Minimum 1 year of experience in tax accounting or taxation concentration.
• Strong analytical and financial skills; ability to interpret tax documents.
• Proficient in Microsoft Excel and tax software; CPA/EA pathway encouraged.

Responsibilities

• Prepare and review proforma and finalized tax returns.
• Assist with tax planning and client engagements.
• Contribute to quality assurance and tax operations.
• Support day-to-day tax operations and document intake.
• Develop expertise in at least one area of taxation annually and pursue CPA/EA certification.
• Collaborate with colleagues to enhance service delivery and client relations.

Skills

Financial analysis

Tax accounting

Excel

CPA/EA pursuit

Communication

Team collaboration

Education

Bachelor's in Finance or Business

BS in Accounting preferred

Tools

CCH Axcess

Job description

Wealth Enhancement Tax & Consulting Services (WETCS) is hiring a Tax Associate for a remote role in the United States. The position focuses on preparing and reviewing tax returns, planning, and supporting daily tax operations, with opportunities for CPA/EA certification and professional growth.

The role emphasizes teamwork with WETCS and Wealth Enhancement colleagues to deliver high-quality services, improve processes, and engage with diverse client types in a supportive environment.