Tax Accountant (Part-Time)

Job Description: About Wealth Enhancement Group Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition. Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team. Our office in Orcutt, CA is looking for a part-time Tax Accountant to support and deliver the timely and accurate processing of tax returns that are contracted through the WETCS department. Primary Job Functions Tax Prep and Compliance Prepare tax returns, including related work papers; individual, Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations, Payroll, Sales Tax and Foreign Reporting Maintain Fluency in all aspects of tax compliance Conduct Tax Research and Planning, including but not limited to CCH Intelliconnect, BNA projections, Special Research projects, Retirement Accounts recommendations and set up Respond to work with State and Federal Auditors Amend Tax Returns Review and respond to Tax Notices Drive productivity | revenue increases Assist in the development of ongoing marketing plans Identify iterations in current applications to enhance productivity and timeliness Be prepared to join meetings ‘ad hoc’ to support tax work for IM teams Foster Teamwork Maintain relationships with IM teams and their shared clients and identify additional revenue opportunities for both teams Act as subject matter partner to internal support teams Develop and deploy training plans for non-tax staff as needed Train new staff on basic company policies and procedures Continued Learning on relevant skills and trends | job knowledge Answer tax related questions and act as a Subject Matter Expert (SME) for Partners and Planners Study and research current trends in industry Maintain fluency in all tax related software programs Other duties as assigned Participate in offsite tax meetings Utilize region specific knowledge to drive targeted marketing messages Travel: Potential travel of up to 10% within the Continental US Education | Qualifications BS in accounting or relevant 5 years in public accounting experience | tax CPA or EA required Proficiency in Excel, Work, ProSystems Access Tax, ProSystems Access Scan and all ProSystems products, preferred Excellent financial acuity Superlative verbal and written communications skills Superior client-centric skills Ability to interact with all levels of management Strong project management skills with experience with large scale projects (conception through implementation) Proven track record of superior time-management skills Strong analytics and problem-solving skills Experience in decision making and the ability to influence others to support decisions Experience in a multi-tasking in a fast-paced environment IND123 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. If you want to view the EEO is the Law poster, please choose your language: English – Spanish – Arabic - Chinese If you want to view the EEO is the Law Supplement poster, please choose your language: English – Spanish – Chinese If you want to view the Pay Transparency Policy Statement, please click the link: English