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 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.

We have a unique opportunity in our Malvern, PA office for a Tax Preparation & Planning Analyst who can assist with preparing and reviewing tax returns, supporting client relationships, and helping with planning throughout the year. The ideal candidate will be detail-oriented, comfortable working directly with clients, and eager to be part of a collaborative financial planning team.

Role Structure

• Ability to work up to full-time during tax planning season (compensation during tax season is determined based on the number of returns prepared or reviewed)

• If desired, opportunity to stay on for additional planning support throughout the rest of the year is available on a part-time, hourly basis

• Hybrid schedule: must be able to be on-site at Malvern, PA office once weekly during peak tax season to connect with the team and support collaborative work. Outside of that, you will have flexibility to work remotely or in-office as you prefer.
  

Key Responsibilities:

Tax Preparation and Planning

• Prepare and review individual 1040 and estate/trust 1041 tax returns, including high-net-worth families

• Communicate with clients to gather and organize tax documents

• Ensure accurate and timely filing of returns and related paperwork

• Analyze financial data and documents to ensure accurate tax reporting

• Conduct tax research and stay updated on federal, state, and local tax laws

• Develop and assist with tax planning strategies that integrate with overall financial planning, if needed
  

Foster Teamwork

• Maintain relationships with wealth management teams and their shared clients

• Act as subject matter expert to internal support teams

• Be prepared to join meetings ‘ad hoc’ to support tax work for wealth management teams

Qualifications/Education

• Bachelor’s degree (or equivalent experience) in Accounting, Finance or related field

• Experience in tax return preparation services

• Experience using ProSeries Professional and/or CCH Access Software is preferred, but not required

• Familiarity with SmartVault for client tax document storage is preferred but not required

• Working knowledge of Schedule C reporting, 1099 brokerage statements, and K-1s

• Strong attention to detail and organizational skills

• Strong knowledge of tax laws and regulations

• CPA or EA a plus, but not required

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:

• Training and professional development

• 401k – with match and profit sharing

• Wellness programs and resources

• Worker's compensation

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. 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. Your personal information is handled in accordance with applicable data protection laws.