Wealth Enhancement Group

• The role at Wealth Enhancement Tax & Consulting Services (WETCS) is accountable, along with other members of the Tax Operations Team, for ensuring effective and efficient operations of our business.\n• WETCS helps implement, execute, and optimize operational processes impacting clients, tax advisors, financial advisors, and internal departments that work with our Tax organization.\n• Engage with clients to clarify tax operations processes, get Engagement Letters signed, and address client inquiries about tax organizers, required documents, and tax operations.\n• Work with clients and Financial Advisory Teams to ensure tax documentation required by Tax Advisors to process new client referrals is available when needed.\n• Follow-up with clients to get missing tax documentation and ensure Tax Advisors do not have to engage in operational tasks.\n• Work with Financial Advisors to ensure clients’ tax-relevant financial information and related documents are shared with Tax Advisors.\n• Ensure clients and Financial Advisors are updated on work status, as needed.\n• Help resolve any client and Financial Advisor issues with tax operations.\n• Tax Systems Data Setup and Management (~15%)\n• Set up client, financial advisor, tax advisor, services, pricing, and other required information in tax operations systems and/or tax software.\n• Enter / upload client data and documents into systems.\n• Transfer client documents, as needed, to the appropriate systems storage locations.\n• Review and ensure accuracy of all tax operations systems data.\n• Tax Operations Workflow Management (~45%)\n• Send, track, and ensure signing of Engagement Letters.\n• Prepare, send, track, and ensure completion of tax organizers.\n• Manage receipt, storage and return of client tax documents.\n• Process and scan/ingest client documents into tax software.\n• Identify missing documents and follow up to get them.\n• Gather 1099s and other tax-related forms; Manage 8879s submissions and eFile tax returns; Manage / update workflow statuses in tax operations systems / software; Prepare organizers, tax returns, etc. for clients and Tax Advisors; Resolve issues raised by Tax Advisors regarding missing documents and process; Track regulatory notices, planning / projections / consulting services requests, etc.\n• Tax Operations Process Improvement (~5%)\n• Assist in defining and implementing tax operations processes.\n• Assist with measuring tax operations effectiveness and efficiency.\n• Help identify areas for continuing process and systems optimization.\n• Reporting, Invoicing, and Record Keeping (~10%)\n• Provide pre-defined and ad hoc reporting on tax operations.\n• Create and send client invoices, manage chargebacks, and coordinate with Accounting.\n• Ensure tax operations and client records are kept up to date.\n• General Administrative Support (~5%)\n• Set up client appointments with Tax Advisors.\n• Assist in organizing team activities\n• Foster Teamwork (~5%)\n• Build and maintain good relationships with Tax Advisors, Financial Advisors, and clients.\n• Collaborate with team members to improve team effectiveness, productivity, & satisfaction.\n• Share expertise and assist team members as appropriate.\n• Participate in team meetings, activities and offsites.\n• Contribute to maintaining a positive and fun team culture.

Tax Operations Administrator