Tax Operations Administrator

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. We have an exciting opportunity for a

Tax Operations Administrator !
This 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. WETCS is the in-house tax services organization at Wealth Enhancement Group, a top-5 RIA (Registered Investment Advisor) wealth management and financial advisory firm with over 100 locations nationwide.
This role helps implement, execute, and optimize operational processes impacting WETCS clients, tax advisors, financial advisors, and internal departments that work with our Tax organization and is critical to achieving high client, financial advisor, and tax advisor satisfaction. This position helps enhance WE and WETCS brands via high-quality work output and professional, responsive, and respectful interactions with clients, and WE employees.
This is a

Remote

position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00 , exclusive of bonuses and benefits. Client and Financial Advisory Team Engagement (~15%)
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.
Tax Systems Data Setup and Management (~15%)
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.
Tax Operations Workflow Management (~45%)
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.
Tax Operations Process Improvement (~5%)
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.
General Administrative Support (~5%)
Set up client appointments with Tax Advisors.
Build and maintain good relationships with Tax Advisors, Financial Advisors, and clients.
Improve Service Quality by Using Ai and Digital Tools
Use approved AI and digital tools to simplify work, improve service quality and increase efficiency, while validating outputs for accuracy, privacy and business alignment.
Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools.
High school diploma or equivalent.
Bachelors degree strongly preferred.
Minimum of 3 years of tax operations administration experience.
Ability to effectively manage multiple tasks or projects simultaneously.
Intermediate-level experience using Microsoft Excel, Adobe Acrobat, DocuSign, Salesforce, and CCH Axcess Document
Must be willing to work long hours during peak tax seasons.
Proficient at using AI and digital tools.
LI-Remote
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. Training and professional development
~ Medical, dental and vision coverage (Available to full-time employees and their families)
~ Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
~ Life and AD&D insurance – employer paid and voluntary options
~ Short-term and long-term disability, workers compensation – employer paid
~18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
~12 paid holidays each year (10 pre-determined and 2 floating days)
~ Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection

process, contact the Human Resources Department at

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 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.