• Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals.
• Client types may include individuals, trusts, estates, partnerships, S & C corporations.
• Assist in the preparation of amended tax returns.
• Support the review and response process for tax notices.
• Contribute to the development of tax projections.
• Assist in tax planning projects by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency.
• Collaborate with WEG Financial Advisors and clients to gather necessary tax information.
• Support the WETCS quality assurance process to ensure accuracy and compliance.
• Conduct research on tax issues relevant to specific client scenarios.
• Assist in interpreting and applying tax laws and regulations.
• Stay informed on updates and changes in tax legislation and regulatory guidance.
• Maintain up-to-date knowledge of tax compliance requirements and best practices.
• Participate in organizational improvement initiatives.
• Collaborate with team members to enhance effectiveness, productivity, and team satisfaction.
• Share knowledge and provide support to peers as appropriate.
• Contribute to a positive, inclusive, and engaging team culture.

Tax Associate

Manager, Real Property Tax

Tax Staff

Tax Manager

Associate Tax Developer

Tax Director – Planning