Tax Administrative Assistant

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 Orcutt, CA office is looking for an Temporary Administrative Assistant. This position supports the administrative functions of the Tax and Family Services Organization. Primary Job Functions Department Administration File prep and coordination Filing physical files Maintain tax log Scan documents into CCH software Scan or file documents (notices, e-mails, copy of mailing receipts) Initiate and complete the Service Agreement and Engagement Letter process including follow-up Provide backup support for check processing and check log Mail certified packages for estimates, notices, and/or client tax returns Use resources for basic client knowledge (mailing address, phone number, how to mail) Managing the organize process (printing, collating, mailing, etc.) Manage client information in Salesforce; communicate to appropriate financial advisor team should an address need to be updated New client set up in Document Backup office support to WETCs corporate Pre-Tax Season Ensures all collateral materials are stocked and ready for tax preparation season During Tax Season Complete the e-Filing process for tax returns Confirms the acceptance of the e-File, print, scan, and file in Document Follow up with preparer/signer on rejected tax returns Generates and mails client packages Ensures accuracy with clear instructions and envelopes for tax packages Post-Tax Season Organizes and archives prior year’s tax return Family Office Support Manage the Bill-Pay process in QuickBooks for two or three key clients Backup support when required Education | Qualifications High School Diploma 2 years office/administrative experience Detail oriented; ability to multitask and prioritize work flow and projects; able to work with deadlines and be flexible Professional interactions with department customers Excellent oral and written communication skills Adaptable to styles of a matrixed team environment Fluent in operation of Microsoft Office Suite Ability to work as a Team Member; positive solution-focused attitude. 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