Tax Associate
Wealth Enhancement Group
full-time
Posted on:
Location Type: Hybrid
Location: Salem • Oregon • 🇺🇸 United States
Visit company websiteSalary
💰 $33 - $46 per hour
Job Level
JuniorMid-Level
About the role
- 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.
Requirements
- High School diploma or GED equivalent
- Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation
- Active Oregon Licensed Tax Preparer (LTP) credential issued by the Oregon Board of Tax Practitioners.
- Foundational understanding of federal and state tax laws and compliance
- Strong financial and analytical skills
- Excellent verbal and written communication abilities
- Proficient in Microsoft Excel and professional tax software (preferably Drake)
- Detail-oriented, collaborative, and solution-focused
- Strong desire to grow into an outstanding tax professional
Benefits
- Training and professional development
- 401k – with match and profit sharing
- Wellness programs and resources
- Worker's compensation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax accountingtax return preparationamended tax returnstax projectionstax planningfinancial data analysistax compliancetax law interpretationresearch on tax issuestax efficiency
Soft skills
analytical skillsverbal communicationwritten communicationdetail-orientedcollaborativesolution-focusedteam satisfactionorganizational improvementknowledge sharinginclusive team culture
Certifications
Oregon Licensed Tax Preparer (LTP)