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 90,000 households from our over 175 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 have an exciting opportunity for a Tax Consultant to join Wealth Enhancement. As a key member of our team, the Tax Consultant delivers integrated tax planning, preparation, and advisory services to clients while partnering closely with financial advisors and portfolio managers to develop tax-efficient strategies that support clients' broader financial goals.

This position offers a unique blend of meaningful tax work during peak season and exceptional flexibility throughout the remainder of the year. From January through April 2027, this role is expected to support a full-time schedule of approximately 40-50 hours per week. Following tax season, the position transitions into a highly flexible part-time arrangement, with anticipated workload of approximately 1-2 days per week, depending on business needs and candidate availability. Whether you are an experienced tax professional seeking seasonal work, an independent consultant looking to supplement your practice, or someone interested in maintaining a flexible schedule outside of tax season, this opportunity provides challenging and rewarding work without a year-round full-time commitment.

This role is available as an Onsite or Remote position.

In the spirit of pay transparency, we are excited to share that the anticipated hourly rate for this position is $50.00 to $70.00 per hour, depending on experience, credentials, and depth of tax expertise.

We encourage candidates to share their compensation expectations during the interview process.

Why Join Wealth Enhancement?

• Full-time hours during peak tax season

• Flexible part-time schedule after April

• Remote or onsite work options

• Opportunity to work with high-net-worth individuals, trusts, estates, and business owners

• Advisory-focused environment that extends beyond tax preparation

• Collaborative partnership with financial advisors and wealth management professionals

• Opportunity to continue working beyond tax season while maintaining schedule flexibility

• Meaningful client relationships and complex tax planning engagements

Primary Job Functions

Tax Preparation and Planning

• Prepare and review proforma and finalized tax returns for individuals, trusts, estates, partnerships, and S and C corporations.

• Assist with the preparation and review of amended tax returns.

• Support the review and response process for tax notices.

• Contribute to the development of tax projections and planning recommendations.

• Identify tax-saving opportunities and planning strategies for clients.

Tax Compliance Support

• Review and interpret federal, state, and local tax regulations relevant to client situations.

• Ensure accurate and timely filing of tax returns.

• Assist clients with estimated tax payments, IRS correspondence, and audit support as needed.

• Monitor regulatory changes and communicate potential impacts to advisors and clients.

Internal Collaboration

• Serve as a trusted tax resource for advisors, planners, and investment professionals.

• Partner with financial advisors on client strategies and planning opportunities.

• Participate in client meetings to discuss tax implications of financial planning and investment decisions.

• Contribute to internal education and training on tax-related topics.

Research and Strategy

• Stay current on tax law changes and evaluate their impact on client planning strategies.

• Develop and maintain tax planning tools, templates, and best practices.

• Assist with creating educational content, including client communications, newsletters, and thought leadership materials.

• Support the continued growth and development of Wealth Enhancement's tax capabilities and services.

Projects

• Perform other duties and special projects as assigned.

Education & Qualifications

• Bachelor's degree in Accounting, Finance, or a related field preferred; equivalent experience will be considered.

• Minimum of 5 years of experience in tax planning, tax preparation, and compliance.

• Experience serving individuals, trusts, estates, partnerships, and closely held businesses preferred.

• Prior experience in wealth management, financial planning, public accounting, or advisory environments is highly desirable.

• Strong knowledge of individual, trust, estate, and small business taxation.

• Proficiency with tax preparation software and financial planning tools.

• Ability to analyze complex tax scenarios and communicate recommendations effectively.

• Excellent client service, communication, and interpersonal skills.

• CPA, EA, or other relevant tax credentials are preferred but not required.

Wealth Enhancement hires employees and makes compensation decisions based on factors including role requirements, skills, experience, credentials, market conditions, and geographic location. To comply with pay transparency requirements, the full salary grade for this position is $57,750 to $126,000 annually. The anticipated hiring range for this opportunity is $50.00 to $70.00 per hour, depending on qualifications and experience.

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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 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. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.