Broker Check

Careers

Careers

At Wehring Wealth Management, our team of financial planners, wealth managers, tax professionals, and accounting advisors have more than 100 years of combined experience. We work collaboratively to afford clients the best possible financial outcomes – integrating our areas of expertise to minimize their tax liabilities and maximize their opportunities for success. Our knowledge and confidence run deep.

But we’re more than a group of colleagues. We’re a family. We care about each other, support each other, and work hard for our clients and community. The work we do is important, and we have fun doing it. Caring, confident, accessible, and committed to you – that’s the DNA of the Wehring Wealth Management team.

Ready to join our team? Browse our current openings below. 

To apply, please send your resume to Amy@WehringCPA.com and our team will be in touch. 

Tax Preparer/Accountant  

Job Summary:
Our firm is currently seeking a detail-oriented, qualified tax preparer/accountant to prepare tax returns and payments, financial statements, and some payroll while maintaining the highest level of client satisfaction. They will research, study, and interpret tax law within all legal guidelines.

In addition to being an excellent communicator, to excel in this role the ideal candidate must demonstrate in-depth knowledge of accounting procedures and time management skills to meet strict deadlines.

At Wehring Wealth Management, we enjoy what we do and the people we do it with. We earn the trust and confidence of our team members, clients, their families, and the communities we serve by upholding a personal value system based on honesty, integrity, and gratitude. We support all policies, procedures, and programs which build and sustain our internal culture.

Essential Functions and Accountabilities include but are not limited to:

  • Timely and accurately prepare federal, state, local and special tax returns for individuals and businesses.
  • Prepare financial statements, reports, and records by collecting, analyzing, and summarizing information.
  • Prepare payroll.
  • Determine tax liability and prepare fund requests.
  • Manage and maintain a positive client relationship, including service requests, scheduling meetings, assisting in completing paperwork and forms, and providing all information to the client.
  • Build a demonstrated understanding of Wehring Wealth Management products and services.
  • Maintain required CPE, technical knowledge, and adherence to all requirements necessary to complete tasks.
  • Constantly verify quality and accuracy of work.
  • Participate in team meetings; bring manager up-to-date and identify any barriers in accomplishing tasks.
  • Adopt and assure the consistent use of repeatable processes to assure the firm maintains operational efficiencies.
  • Other accountabilities as required.

Wehring Wealth Management Philosophy:
At Wehring Wealth Management, our team of financial planners, wealth managers, tax professionals, and accounting advisors have more than 100 years of combined experience. We work collaboratively to afford clients the best possible financial outcomes – integrating our areas of expertise to minimize their tax liabilities and maximize their opportunities for success. Our knowledge and confidence run deep. 

But we’re more than a group of colleagues. We’re a family. We care about each other, support each other, and work hard for our clients and community. The work we do is important, and we have fun doing it. Caring, confident, accessible, and committed to you – that’s the DNA of the Wehring Wealth Management team. 

At Wehring Wealth Management, we strive to be our clients sounding board for sound advice. We ask for our clients to trust, have confidence, and openness, and in return, we operate by these principles:

  • You are a friend, partner, and person first – not merely a client.
  • Your best interest, unique circumstance, and life goals guide our efforts.
  • We’ll use our real-world experience and knowledge of taxes and investment to your advantage.
  • We’ll be there when you need us and help navigate life’s big decisions.
  • We will operate with integrity and be worthy of your trust.

Supervisory Responsibilities
This position is entry-level and there will be no supervisory responsibilities.