Seasonal Tax Preparer for High-Net-Worth Clients

Wealth Enhancement Group; Pennsylvania; Hybrid; USD 25,000 - 44,000; Part time

Benefits offered by this job

401k with match and profit sharing

Wellness programs and resources

Professional development

Job summary

Wealth Enhancement Group in Malvern, PA is seeking a Seasonal Tax Preparer to support timely processing of tax returns for high-net-worth clients, using ProSeries Professional and SmartVault.

The assignment runs December 1, 2026 through April 30, 2027, and is a part-time, temporary opportunity. The role emphasizes collaboration with wealth management teams and ongoing learning of tax law changes.

Qualifications

• BS in accounting or relevant experience.
• 5+ years in tax return preparation experience.
• Experience with high-net-worth clients and related entities.

Responsibilities

• Prepare tax returns and related work papers for high-net-worth families.
• Identify tax planning opportunities and integrate into financial plans.
• Conduct tax research and maintain fluency in tax software.
• Support wealth management teams on tax-related matters.

Skills

Tax return prep

Tax planning

Tax research

Client communication

Education

BS in accounting

Tools

ProSeries Professional

SmartVault

Job description

Wealth Enhancement Group in Malvern, PA is seeking a Seasonal Tax Preparer to support timely processing of tax returns for high-net-worth clients, using ProSeries Professional and SmartVault.

The assignment runs December 1, 2026 through April 30, 2027, and is a part-time, temporary opportunity. The role emphasizes collaboration with wealth management teams and ongoing learning of tax law changes.