Seasonal Tax Preparer

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We’re looking for a Seasonal Tax Preparer who can help support our team of tax advisors and financial advisors in delivering exceptional Individual and Small Business tax services to clients for the 2026 Tax Season.

Are you an experienced tax professional looking for a flexible, work-from-home role that allows you to put your tax knowledge to good use without committing to a year-round position?

As a Seasonal Tax Preparer, you will join a talented and collaborative group of experienced tax and operations professionals to ensure clients receive accurate, timely, and compliant tax returns.

Duration: February 15, 2026 to April 15, 2026.

In the spirit of pay transparency, we are excited to share the hourly range for this position is $25.00.

Primary Job Functions

• Review client information, supporting documents, and workpapers
• Identify missing information required to prepare a return
• Surface potential tax issues or areas requiring senior review
• Ensure returns move efficiently through the preparation workflow and meet filing deadlines
• Maintain organized notes, workpapers, and supporting documents in CCH Document
• Coordinate with team members to ensure team process, policy, and guidelines are followed
• Complete returns using CCH Axcess, in consultation with senior members of our team if needed
• Maintain client confidentiality; adhere to firm policies, IRS regulations, and professional standards

Education / Qualifications

• Bachelor’s in Finance or Business; BS in Accounting preferred. Equivalent experience considered.

• EA or CPA Preferred

• Minimum of 2 years’ experience preparing Individual (Form 1040) taxes for medium to high complexity tax situations.

• 3+ years of concurrent experience preparing Trust, Estate, Gift, or small business (partnerships, LLCs, S-Corporation) tax returns would be a plus.

• Experience with multi-state return preparation.

• Foundational understanding of federal and state tax laws, regulations, and compliance requirements.

• Strong financial and analytical skills, with the ability to interpret financial statements, asset transactions, and tax documents accurately.

• Ability to manage high-volume workflow during peak deadlines.

• Proficient in Microsoft Excel, including use of formulas and data analysis tools; experience with CCH Axcess or similar software.

• Highly motivated to be an outstanding tax professional.

• Collaborative; strong team-orientation.

• Positive with solution-focused attitude.

• Detail oriented

• Drive for results and excellence.

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as full-time permanent role at this level is $79,200.00 to $110.900. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• 401k – with match and profit sharing

• Wellness programs and resources

• Worker's compensation – employer paid

Should you need reasonab