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Tax Specialist

This position provides tax and accounting work for the firm to ensure that work in progress is completed timely and efficiently while maintaining excellent client relationships.

As an important member of the Wehring Wealth Manatement team, it's essential that you not only understand our brand but also that you take an active role in delivering a consistent experience to our clients. We are our brand's greatest ambassadors and are responsible for living our mission, values, and purpose every day.

1. Timely and accurately prepare federal, state, local and special tax returns by collecting and analyzing financial information for individuals and businesses.
2. Respond timely and accurately to IRS notices.
3. Knowledge of payroll reports and Quickbooks is a plus.
4. Build a confident, respectful relationship with tax team and clients.
5. Maintain required CPE.
6. Support client communications via email, phone, bulk mail, etc.
7. Constantly verify quality and accuracy of work.
8. Build a demonstrated understanding of Wehring Wealth Management products and services.
9. Adopt and assure the consistent use of repeatable processes to assure the firm maintains operations efficiencies.
10. Other accountabilities as required

Core Purposes:
1. Equip clients to understand critical financial decisions.
2. Be a trustworthy, knowledgeable friend to clients.
3. Build a flexible, fulfilling workplace for all employees.

Our Benefits:
2 weeks vacation
7 paid holidays 
Health insurance
401k plans

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