Tax Assistant

About the role

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. Founded in 1997, we have grown to serve over 90,000 households across 175 offices nationwide. Our Houston, Texas office is currently seeking a Tax Associate to support our Tax Advisors in providing high-quality tax advice and services.

Primary Job Functions

• Gather and organize tax-related information or documents.
• Communicate with clients and Advisors to ensure information is received in a timely manner.
• Input data into software systems, verifying accuracy.
• Aid in preparing simple returns.
• Conduct research into accounts and associated transactions upon request.
• Review and respond to tax notices.
• Help drive effectiveness, productivity, and revenue increases by identifying and operationalizing process, system, tool, and communication improvements.
• Enhance the Wealth Enhancement brand through high-quality work output and professional, responsive, and respectful interactions with clients, WEG employees, and communities.
• Collaborate with team members to build and maintain good relationships with Financial Advisor teams and clients, fostering a positive and fun team culture.

Tax expertise and Professional Growth

• Maintain expertise in all aspects of tax compliance.
• Maintain fluency in tax-related software, tools, and procedures used at WETCS.
• Grow your tax expertise in at least one area of tax each year through continuing professional education and individual learning.
• Stay informed about current trends in tax and the tax services industry.

Qualifications

• Bachelor's degree (or equivalent experience) in Finance or Accounting with a focus on tax preferred.
• 2+ years of experience in tax preparation or analysis, preferably in a financial advisory or public accounting setting.
• Desire to obtain credentials (CPA, EA, JD).
• Strong verbal and written communication skills.
• Excellent financial acuity.
• Collaborative; strong team-orientation.
• Positive solution-focused attitude.
• Detail oriented and diligent.
• Drive for results and excellence.

Benefits

• Comprehensive benefits package including health and wellness, financial well-being, professional development, and work/life harmony.
• Training and professional development opportunities.
• Medical, dental, and vision coverage.
• 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.
• 401(k) 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).