Tax Consultant; Hybrid or Remote

Company Overview

Wealth Enhancement is an independent wealth‑management firm that has been elevating the standard of personalized financial planning since 1997.

The Tax Consultant delivers integrated tax planning and advisory services to clients of Wealth Enhancement Group. The role partners closely with financial advisors and portfolio managers to develop tax‑efficient strategies that support clients’ holistic financial goals.

Seasonal full‑time position (January to April 2027) with potential for part‑time work afterward. Available for on‑site or remote work. Hourly rate $38.00 to $50.00 per hour, depending on experience.

• Prepare and review proforma and finalized tax returns for individuals, trusts, estates, partnerships, and S & C corporations.
• Assist in preparing amended tax returns.
• Support the review and response process for tax notices.
• Contribute to the development of tax projections.
• Review and interpret federal, state, and local tax regulations relevant to client situations.
• Ensure accurate and timely filing of tax returns.
• Assist clients with estimated tax payments, IRS correspondence, and audit support as needed.
• Serve as the in‑house tax resource for advisors and investment professionals.
• Participate in client meetings to explain tax implications of investment and planning decisions.
• Contribute to internal training and development on tax‑related topics.
• Stay current on tax law changes and assess their impact on client strategies.
• Develop and maintain tax planning tools, templates, and best practices.
• Contribute to white papers, newsletters, and client education materials on tax topics.
• All other duties as assigned.

• Bachelor’s degree in accounting, finance, or a related field (or equivalent experience) preferred.
• Minimum 5 years of experience in tax planning and compliance, preferably in a wealth‑management or advisory setting.
• Strong knowledge of individual, trust, and small‑business taxation.
• Proficiency in tax software and financial planning tools.
• Excellent analytical, communication, and interpersonal skills.

• Training and professional development opportunities.
• 401(k) with employer match and profit sharing.
• Wellness programs and resources.
• Worker’s compensation – employer paid.

Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. 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.