Tax Consultant

Wealth Enhancement Group, LLC; Malvern (Chester County); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Training and professional development

401k - with match and profit sharing

Wellness programs and resources

Worker's compensation - employer paid

Job summary

Wealth Enhancement is seeking a Seasonal Tax Preparer in Malvern, PA, from December 1, 2026 to April 30, 2027. This temporary full-time role supports high-net-worth tax returns using ProSeries Professional and SmartVault.

You will prepare 1040s, 1041s, and 709s, identify planning opportunities, and collaborate with wealth management teams to integrate tax services.

Qualifications

• Prepare tax returns and related work papers for high-net-worth families and their related business and legal entities using ProSeries Professional and SmartVault tax integration software
• Identify tax planning opportunities and integration into comprehensive financial plans

Responsibilities

• Tax Preparation and Planning
• Prepare tax returns for individual (1040), trust/estates (1041), and gift (709)
• Maintain relationships with wealth management teams and their clients
• Drive productivity and identify improvements to tax services processes

Skills

Tax preparation

Education

BS in accounting or relevant experience

Tools

ProSeries Professional

SmartVault

Job description

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 90,000 households from our over 175 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

The Hoover – Braun Team of Wealth Enhancement located in Malvern, PA has an opportunity for a Seasonal Tax Preparer. This work assignment will be from December 1, 2026 to April 30, 2027. This is a temporary full-time position.

Primary Job Functions

• Tax Preparation and Planning
• Prepare tax returns and related work papers for high-net-worth families and their related business and legal entities using Inuit's ProSeries Professional and SmartVault tax integration software
• The primary focus of this role will be with individual (1040), trust/estates (1041), and gift (709) tax returns
• Identification of tax planning opportunities and integration into comprehensive financial plans (e.g. retirement accounts recommendations and set up)
• Conduct tax research
• Foster Teamwork & Sharing Culture
• Maintain relationships with wealth management teams and their shared clients
• Contribute towards a sharing culture
• Act as subject matter expert to internal support teams
• Be prepared to join meetings 'ad hoc' to support tax work for wealth management teams
• Drive productivity | Revenue Increases
• Identify iterations in current processes and applications to enhance productivity, timeliness, and delivery of tax services
• Identify additional revenue opportunities for both teams
• Utilize region specific knowledge to drive targeted marketing messages
• Continued Learning on relevant skills and trends | Job Knowledge
• Daily review and communication of material applicable tax law changes
• Maintain fluency in all tax related software programs
• Study and research current trends in industry
• Maintenance of continuing education requirements for professional certifications

Education | Qualifications

• BS in accounting or relevant experience
• 5+ years in tax return preparation experience

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 be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• 401k - with match and profit sharing
• Wellness programs and resources
• Worker's compensation - employer paid

Equal Opportunity Employer, including disabled and veterans.

This organization participates in E-Verify.

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.

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.

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 90,000 households from our over 175 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.

Wealth Enhancement Careers