About Wealth Enhancement Group
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 61,000 households from our over 100 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.
The Hoover – Braun Team of Wealth Enhancement located in Malvern, PA has an opportunity for a Seasonal Tax Preparer will support and deliver the timely and accurate processing of tax returns that are contracted through the Wealth Enhancement Tax & Consulting Services (WETCS).
This work assignment will be from January 1, 2025 to April 15, 2025. This is a temporary full-time position.**
Primary Job Functions
Tax Preparation and Planning
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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
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The primary focus of this role will be with individual (1040), trust/estates (1041), and gift (709) tax returns
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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
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Maintain relationships with wealth management teams and their shared clients
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Contribute towards a sharing culture
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Act as subject matter expert to internal support teams
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Be prepared to join meetings ‘ad hoc’ to support tax work for wealth management teams
Drive productivity | Revenue Increases
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Identify iterations in current processes and applications to enhance productivity, timeliness, and delivery of tax services
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Identify additional revenue opportunities for both teams
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Utilize region specific knowledge to drive targeted marketing messages
Continued Learning on relevant skills and trends | Job Knowledge
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Daily review and communication of material applicable tax law changes
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Maintain fluency in all tax related software programs
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Study and research current trends in industry
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Maintenance of continuing education requirements for professional certifications
Education | Qualifications
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BS in accounting or relevant experience
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5+ years in tax return preparation experience
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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 participate in the following benefits & development opportunities:
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Training and professional development
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401k – with match and profit sharing
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Wellness programs and resources
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Top Skills
What We Do
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.
That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.
Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
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