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 80,000 households from our over 140 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.
Our Darien, CT team is hiring a
Tax Associate
to support their Advisor Team in delivering top-quality tax compliance and advisory services to Individual and Business clients within a high-net-worth team at Wealth Enhancement Group (WEG). The Tax Associate works directly with advisory team members, clients, and internal teams to ensure accurate tax compliance. The ultimate goal in making this hire is to train an individual to take a leadership and ownership role in the tax business. This is a hybrid position (3 days in-office each week). Base pay range: $70,000.00/yr - $95,000.00/yr, exclusive of bonuses and benefits. This role is also eligible for a discretionary team bonus plan. We encourage you to apply and provide compensation expectations when you do. We’re big on open conversations, so, let’s have one. Responsibilities
Tax Preparation & Compliance
Prepare and review individual, trust, and small business tax returns (Forms 1040, 1041, 1065, 1120, 709, etc.) 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 & Communication
Respond to client inquiries regarding tax documents, deadlines, and filings Collaborate with financial advisors to gather necessary client information Review tax notices; assist with initial draft responses to the IRS or state for review Provide clear explanations of tax-related matters to clients in a professional manner Maintain confidentiality and uphold client service standards
Tax Planning Support
Assist in the development of tax projections and planning strategies Research tax issues and summarize findings for senior staff or advisors Monitor changes in tax laws and regulations relevant to client portfolios Support year-end planning meetings and documentation
Data Management & Technology Use
Utilize tax software for return preparation Maintain accurate records in CRM and document management systems Ensure timely updates of client tax data and filing statuses Review updates and partner with IT team to solve any issues with tax software program Assist in process improvement initiatives and technology adoption
Team Collaboration & Professional Development
Participate in team meetings, training sessions, and firm-wide initiatives Coordinate with team members and tax billing/shipping to ensure proper delivery and transmission Maintain team tax dashboard to track preparation, notes, revenue and opportunities Support seasonal workload balancing and cross-functional projects Entrepreneurial interest in the end goal of managing their own tax business
Education/Qualifications
Bachelor’s degree (or equivalent experience) in Finance or Accounting with a focus on tax, preferred Pursue continuing education and professional certifications (e.g., CPA, EA) 2+ years' experience in tax preparation or public accounting Contribute to a positive, inclusive, and high-performance team culture Strong verbal and written communication skills Excellent financial acuity Proficiency in tax software and technology tools Comprehensive Benefits Offerings
Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Seniority level
Entry level Employment type
Full-time Job function
Accounting/Auditing and Finance
#J-18808-Ljbffr
Tax Associate
to support their Advisor Team in delivering top-quality tax compliance and advisory services to Individual and Business clients within a high-net-worth team at Wealth Enhancement Group (WEG). The Tax Associate works directly with advisory team members, clients, and internal teams to ensure accurate tax compliance. The ultimate goal in making this hire is to train an individual to take a leadership and ownership role in the tax business. This is a hybrid position (3 days in-office each week). Base pay range: $70,000.00/yr - $95,000.00/yr, exclusive of bonuses and benefits. This role is also eligible for a discretionary team bonus plan. We encourage you to apply and provide compensation expectations when you do. We’re big on open conversations, so, let’s have one. Responsibilities
Tax Preparation & Compliance
Prepare and review individual, trust, and small business tax returns (Forms 1040, 1041, 1065, 1120, 709, etc.) 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 & Communication
Respond to client inquiries regarding tax documents, deadlines, and filings Collaborate with financial advisors to gather necessary client information Review tax notices; assist with initial draft responses to the IRS or state for review Provide clear explanations of tax-related matters to clients in a professional manner Maintain confidentiality and uphold client service standards
Tax Planning Support
Assist in the development of tax projections and planning strategies Research tax issues and summarize findings for senior staff or advisors Monitor changes in tax laws and regulations relevant to client portfolios Support year-end planning meetings and documentation
Data Management & Technology Use
Utilize tax software for return preparation Maintain accurate records in CRM and document management systems Ensure timely updates of client tax data and filing statuses Review updates and partner with IT team to solve any issues with tax software program Assist in process improvement initiatives and technology adoption
Team Collaboration & Professional Development
Participate in team meetings, training sessions, and firm-wide initiatives Coordinate with team members and tax billing/shipping to ensure proper delivery and transmission Maintain team tax dashboard to track preparation, notes, revenue and opportunities Support seasonal workload balancing and cross-functional projects Entrepreneurial interest in the end goal of managing their own tax business
Education/Qualifications
Bachelor’s degree (or equivalent experience) in Finance or Accounting with a focus on tax, preferred Pursue continuing education and professional certifications (e.g., CPA, EA) 2+ years' experience in tax preparation or public accounting Contribute to a positive, inclusive, and high-performance team culture Strong verbal and written communication skills Excellent financial acuity Proficiency in tax software and technology tools Comprehensive Benefits Offerings
Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Seniority level
Entry level Employment type
Full-time Job function
Accounting/Auditing and Finance
#J-18808-Ljbffr