Tax Associate

Overview

Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of clients. We provide personalized financial planning with our team-based Roundtable and Uni Fi processes. We serve over 80,000 households from more than 140 offices nationwide.

Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service. For more information, please visit  We are looking for a Tax Associate to support an advising team in California in delivering high‑quality tax services to high‑net‑worth clients while ensuring client and advisor satisfaction. This role can be based at our El Cerrito or Walnut Creek, CA locations.

The Tax Associate works closely with Advisors, clients, and internal teams to ensure accurate and timely tax filings and to support broader financial planning strategies.

Primary salary information: the base salary range is $80,000.00 to $, exclusive of bonuses and benefits. We encourage you to apply and share your compensation expectations during the process.

Tax Compliance and Preparation

• 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 work papers.
• Assist with e-filing and submission of returns.

Client Service and Communication

• Respond to client inquiries regarding tax documents, deadlines, and filings.
• Collaborate with financial advisors to gather necessary client information.
• Review tax notices and prepare initial responses for IRS or state 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 and 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 to resolve issues with tax software.
• Assist in process improvement initiatives and technology adoption.

Team Collaboration and 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.

• Bachelor’s degree (or equivalent) in Finance or Accounting with a focus on tax preferred.
• Ideal candidates have advanced knowledge and certifications (e.g., CPA, EA), or are willing to pursue.
• CTEC registered tax preparer highly preferred.
• 2+ years of 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, with knowledge of Drake Software a significant plus.

Note:

This section contained pay transparency language and related disclosures in the original; the content has been retained in text form where applicable. The original text included references to salary ranges, compliance with state pay transparency laws, and EEO information.

• Comprehensive benefits including health, dental, and vision coverage; HSA and FSA options; life and AD&D insurance.
• Short-term and long-term disability, workers’ compensation.
• 401(k) with match and profit sharing; wellness programs.
• Voluntary benefits, including pet insurance.
• PTO and paid holidays; parental and caregiver leave options (eligibility based on tenure).
• Tuition reimbursement and support for licensing and other credentials (availability after service requirements).

Reasonable accommodation information is available by contacting the Human Resources Department. This information is confidential and shared only with relevant personnel involved in the selection process.

Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify. See Federal and E-Verify posters:
Link.

Workplace requirements OSHA:
This position may require standing or sitting for long periods and standard office tasks. We may use AI tools to assist in resume screening, with human review to ensure fairness. We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, age, disability, or other protected status. Your information is handled in accordance with applicable data protection laws.