Wealth Enhancement Group

Seasonal Tax Operations Administrator

Wealth Enhancement Group(2 months ago)

RemoteFull TimeMedior$54,000 - $66,000Tax Operations
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About this role

A Seasonal Tax Operations Administrator at Wealth Enhancement is a temporary member of the Wealth Enhancement Tax & Consulting Services (WETCS) team supporting the firm's in-house tax services. The role is part-time/seasonal through April 30, 2026 and serves a top-5 RIA with more than 140 offices nationwide. The position is remote and contributes to maintaining effective tax operations and high client and advisor satisfaction.

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Required Skills

  • Tax Operations
  • Client Engagement
  • Data Entry
  • Document Management
  • Workflow Management
  • Reporting
  • Invoicing
  • Microsoft Excel
  • DocuSign
  • Salesforce

+4 more

Qualifications

  • Associate Degree
  • Bachelor's Degree

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