Wealth Enhancement Group
Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
Seasonal Tax Advisor
November 19
Wealth Enhancement Group
Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
Description
• Prepare tax returns, including related work documents: individual, Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations. • Maintain fluency in all aspects of tax compliance • Conduct tax research and planning • Respond to work with State and Federal Auditors • Amend tax returns • Review and respond to tax notices • Identify iterations in current applications • Foster relationships with IM teams • Act as a subject matter partner to internal support teams • Answer tax related questions and act as a Subject Matter Expert
Requirements
• A Bachelor’s degree in Finance, Business or Accounting preferred • CPA or EA preferred • 3-5 years of public accounting experience, preferably tax accounting • Proficiency in Excel, Work, Drake Tax Software, and all other Drake products are preferred • Strong interpersonal skills required to develop team and client relationships • Strong attention to detail and process
Benefits
• Training and professional development • 401k – with match and profit sharing • Wellness programs and resources
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