Seasonal Tax Associate supporting Wealth Enhancement's tax compliance and advisory services. Collaborating with the Advisor Team to ensure accurate tax compliance for clients.
Responsibilities
Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals
Assist in the preparation of amended tax returns
Support the review and response process for tax notices
Contribute to the development of tax projections
Assist in tax planning projects by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency
Collaborate with WEG Financial Advisors and clients to gather necessary tax information
Support the WETCS quality assurance process to ensure accuracy and compliance
Conduct research on tax issues relevant to specific client scenarios
Assist in interpreting and applying tax laws and regulations
Stay informed on updates and changes in tax legislation and regulatory guidance
Maintain up-to-date knowledge of tax compliance requirements and best practices
Participate in organizational improvement initiatives
Collaborate with team members to enhance effectiveness, productivity, and team satisfaction
Share knowledge and provide support to peers as appropriate
Contribute to a positive, inclusive, and engaging team culture.
Requirements
High School diploma or GED equivalent
Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation
Active Oregon Licensed Tax Preparer (LTP) credential issued by the Oregon Board of Tax Practitioners
Foundational understanding of federal and state tax laws and compliance
Strong financial and analytical skills
Excellent verbal and written communication abilities
Proficient in Microsoft Excel and professional tax software (preferably Drake)
Detail-oriented, collaborative, and solution-focused
Strong desire to grow into an outstanding tax professional.
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