Tax Associate
Wealth Enhancement Group(25 days ago)
About this role
A Tax Associate at Wealth Enhancement supports an advising team in California, providing tax expertise within the firm's wealth management practice for high-net-worth clients. The position is based in El Cerrito or Walnut Creek and is integrated into the firm's team-based financial planning model.
Required Skills
- Tax Preparation
- Tax Compliance
- Client Service
- Tax Planning
- Tax Research
- E-Filing
- Drake Software
- CRM
- Document Management
- Communication
Qualifications
- Bachelor’s Degree in Finance or Accounting
- CPA
- EA
- CTEC Registered Tax Preparer
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