Tax Associate

Wealth Enhancement is seeking a Tax Associate to support an advising team in California in delivering top-quality tax services to high-net-worth clients and ensuring both the client and our Wealth Enhancement (WE) Financial Advisors satisfaction.

Requirements

• Prepare and review individual, trust, and small business tax returns
• Ensure compliance with federal, state, and local tax regulations
• Maintain accurate and organized tax documentation and workpapers
• Assist with e-filing and submission of returns
• Client Service and Communication
• Tax Planning Support
• Data Management and Technology Use
• Team Collaboration and Professional Development

Benefits

• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials