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Tax Associate at Wealth Enhancement

Compensation

$80,000 – $115,000/yr

Setup
Hybrid
Location
El Cerrito, California · Walnut Creek, California
Type
Full-time
Level
not_specified

Description

Wealth Enhancement is seeking a Tax Associate to join their advising team in California. This role involves supporting high-net-worth clients by providing accurate and timely tax services, collaborating with financial advisors, and assisting with broader financial planning strategies. The Tax Associate will prepare various tax returns, ensure regulatory compliance, manage tax documentation, and communicate effectively with clients. They will also contribute to tax research, monitor legal changes, and utilize tax software for efficient return preparation.

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