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Wealth Enhancement · 3 weeks ago

Seasonal Tax Operations Administrator

United States

Full-time

Remote

Mid Level

$27/hr - $33/hr

3+ years exp

Wealth Enhancement is an independent wealth management firm focused on enriching clients' lives through personalized financial planning. The Seasonal Tax Operations Administrator will support the Tax Operations Team in managing operational processes and enhancing client satisfaction through effective communication and workflow management.

Financial ServicesRisk ManagementWealth Management

No H1B

Responsibilities

Engage with clients to clarify tax operations processes, get Engagement Letters signed, and address client inquiries about tax organizers, required documents, and tax operations

Work with clients and Financial Advisory Teams to ensure tax documentation required by Tax Advisors to process new client referrals is available when needed

Follow-up with clients to get missing tax documentation and ensure Tax Advisors do not have to engage in operational tasks

Work with Financial Advisors to ensure clients’ tax-relevant financial information and related documents are shared with Tax Advisors

Ensure clients and Financial Advisors are updated on work status, as needed

Help resolve any client and Financial Advisor issues with tax operations

Set up client, financial advisor, tax advisor, services, pricing, and other required information in tax operations systems and/or tax software

Enter / upload client data and documents into systems

Transfer client documents, as needed, to the appropriate systems storage locations

Review and ensure accuracy of all tax operations systems data

Send, track, and ensure signing of Engagement Letters

Prepare, send, track, and ensure completion of tax organizers

Manage receipt, storage and return of client tax documents

Process and scan/ingest client documents into tax software

Identify missing documents and follow up to get them

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

Assist in defining and implementing tax operations processes

Assist with measuring tax operations effectiveness and efficiency

Help identify areas for continuing process and systems optimization

Provide pre-defined and ad hoc reporting on tax operations

Create and send client invoices, manage chargebacks, and coordinate with Accounting

Ensure tax operations and client records are kept up to date

Set up client appointments with Tax Advisors

Assist in organizing team activities

Build and maintain good relationships with Tax Advisors, Financial Advisors, and clients

Collaborate with team members to improve team effectiveness, productivity, & satisfaction

Share expertise and assist team members as appropriate

Participate in team meetings, activities and offsites

Contribute to maintaining a positive and fun team culture

Qualification

Tax operations administrationMicrosoft ExcelSalesforceAdobe AcrobatCCH Axcess DocumentDetail orientationSolution-focused attitudeVerbal communicationWritten communicationTeam collaborationOrganizational skills

Required

Minimum of 3 years of tax operations administration experience

Ability to effectively manage multiple tasks or projects simultaneously

Strong verbal and written communication skills

Intermediate-level experience using Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document

Collaborative; strong team-orientation

Positive solution-focused attitude

Calm and focused under pressure

Highly organized and diligent

Strong process and detail orientation

Drive for results and excellence

Some travel to a remote office may be required

Must be willing to work long hours during peak tax seasons

Remote, full-time role: The ability to stand or sit for long periods of time, to use the telephone and computer systems

Ability to lift 10 pounds

Preferred

Associate degree preferred

Bachelor's degree strongly preferred

Benefits

Training and professional development

401k – with match and profit sharing

Wellness programs and resources

Worker's compensation – employer paid

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees