Remote Tax Associate – Growth Path to CPA/EA

Wealth Enhancement Group; 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 (HSA) with E

Life and AD&D insurance

Disability insurance

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits (pet insurance)

PTO and paid holidays

Parental leave and caregiver leave

Tuition/licensing reimbursements

Job summary

Wealth Enhancement Tax & Consulting Services (WETCS) is seeking a Tax Associate to prepare and review tax returns, assist with planning, and support daily tax operations from a remote setup in the United States. This role provides growth toward full‑cycle tax service responsibilities and client relationships.

The position emphasizes collaboration with WE colleagues and clients, with ongoing development in tax software and regulatory knowledge; CPA/EA certification pursued may be encouraged.

Qualifications

• Bachelor’s degree in Finance or Business; BS in Accounting preferred.
• At least 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 and team‑oriented.
• Proficient at using AI and digital tools.

Responsibilities

• Prepare and review proforma and finalized tax returns for individuals and businesses.
• Assist in amended tax returns and respond to tax notices.
• Develop tax projections and assist with tax planning engagements.
• Collaborate with advisors and clients to gather necessary information.
• Support QA processes and day‑to‑day tax operations workflows.
• Research tax issues and interpret current tax laws and guidance.
• Pursue CPA or EA certification and continue education.
• Contribute to team improvement and knowledge sharing.

Skills

Analytical skills

Communication

Team collaboration

Education

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

Tools

Microsoft Excel

CCH Axcess

Job description

Wealth Enhancement Tax & Consulting Services (WETCS) is seeking a Tax Associate to prepare and review tax returns, assist with planning, and support daily tax operations from a remote setup in the United States. This role provides growth toward full‑cycle tax service responsibilities and client relationships.

The position emphasizes collaboration with WE colleagues and clients, with ongoing development in tax software and regulatory knowledge; CPA/EA certification pursued may be encouraged.