Top 879 Financial technology associate Jobs in Berkeley Ca

Tax Associate
Wealth Enhancement Group —El Cerrito, CA
- $57,750 - $126,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Profit sharing
- Paid parental leave
Senior Administrator
Beacon Hill Staffing Group —San Francisco, CA
- $90,000 - $99,000 a year
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental insurance
- Vision insurance
Quick Apply
Quality Technician
PENTAGON TECHNOLOGIES GROUP INC —Hayward, CA
- $26 - $30 an hour
- Full-time
- Microsoft Outlook
- Data analysis skills
- Office
- AD&D insurance
- Disability insurance
Quick Apply
6d
Investment Associate
Cerity Partners —San Francisco, CA
- $100,000 - $115,000 a year
- Email
- Hybrid work
- Writing skills
- Office
- Analysis skills
- Commuter assistance
- Dental insurance
Business Solutions Associate
Dodge & Cox —San Francisco, CA
- $95,000 - $160,000 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- 5 years
- Disability insurance
- Work from home
Associate - Acquisition
Hines —San Francisco, CA
- $147,200 - $165,000 a year
- Mid-level
- Analysis skills
- Math
Technology Commercialization Associate
Lawrence Berkeley National Laboratory —San Francisco Bay Area, CA
- $105,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- Computer Science
- Computer literacy
Business Operations Associate
roblox —San Mateo, CA
- $134,540 - $167,910 a year
- Full-time
- Hybrid work
- Engineering
- Mid-level
- Office
11d
Research Associate I/II
Freenome —Brisbane, CA
- $37.68 - $46.69 an hour
- Master's degree
- Bachelor's degree
- Continuous improvement
Library Technician
Contra Costa Community College District —Martinez, CA
- $51,120 - $62,268 a year
- Computer literacy
- Maintenance
- English
4d
Research Associate I/II, In Vivo Immunology
Azalea Therapeutics, Inc. —Berkeley, CA
- $70,000 - $90,000 a year
- Email
- Bachelor of Science
- Bachelor's degree
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
Associate, Strategic Finance
Ramp —San Francisco, CA
- $104,000 - $192,000 a year
- Full-time
- Hybrid work
- Mid-level
- SQL
- Home Health
- Travel reimbursement
- AD&D insurance
Research Associate I/II, Synthetic Immunology
Azalea Therapeutics, Inc. —Berkeley, CA
- $70,000 - $90,000 a year
- Email
- Master's degree
- Bachelor's degree
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
Associate
Hines —San Francisco, CA
- $147,200 - $165,000 a year
- Construction site
- Computer literacy
- Mid-level
Research associate or Sr Research associate
GeneGenieDx —Pleasanton, CA
- $71,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Associate / Associate Consultant - Analytics
Blue Matter —South San Francisco, CA
- $70,000 - $130,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Deal Operations Associate
Sydecar —San Francisco, CA
- $75,000 - $92,500 a year
- Nights as needed
- Hybrid work
- Office
- Continuous improvement
- 2 years
Business Operations Associate (Waterloo or Toronto)
Cambio AI Inc. —San Francisco, CA
- $95,000 - $115,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- SQL
Associate Technical Consultant
Box —San Francisco, CA
- $98,000 - $112,000 a year
- Mid-level
- Office
- Java
5d
2027 Blackstone Private Equity Associate (San Francisco)
Blackstone Group —San Francisco, CA
- $140,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office

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Tax Associate

Wealth Enhancement Group -
El Cerrito, CA

Apply Now

Job Details

Full-time
$57,750 - $126,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Research
Computer skills

Full Job Description

About Wealth Enhancement

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. For more information, please visit www.wealthenhancement.com.

We are looking for a Tax Associate to supports an advising team in California in delivering top-quality tax services to high-net-worth clients and ensuring both the client and our Wealth Enhancement (WE) Financial Advisors satisfaction.

This role can work out of either our El Cerrito or Walnut Creek, CA locations.

The Tax Associate works closely with Advisors, clients, and internal teams to ensure accurate and timely tax filings and to support broader financial planning strategies.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $115,000.00, depending on qualifications. This is exclusive of other bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Tax Compliance and Preparation

Prepare and review individual, trust, and small business tax returns (Forms 1040, 1041, 1065, 1120, 709, etc.)
Ensure compliance with federal, state, and local tax regulations
Maintain accurate and organized tax documentation and workpapers
Assist with e-filing and submission of returns

Client Service and Communication

Respond to client inquiries regarding tax documents, deadlines, and filings
Collaborate with financial advisors to gather necessary client information
Review tax notices; assist with initial draft responses to the IRS or state for review
Provide clear explanations of tax-related matters to clients in a professional manner
Maintain confidentiality and uphold client service standards

Tax Planning Support

Assist in the development of tax projections and planning strategies
Research tax issues and summarize findings for senior staff or advisors
Monitor changes in tax laws and regulations relevant to client portfolios
Support year-end planning meetings and documentation

Data Management and Technology Use

Utilize tax software for return preparation
Maintain accurate records in CRM and document management systems
Ensure timely updates of client tax data and filing statuses
Review updates and partner with IT team to solve any issues with tax software program
Assist in process improvement initiatives and technology adoption

Team Collaboration and Professional Development

Participate in Team meetings, training sessions, and firm-wide initiatives
Coordinate with Team members and tax billing/shipping to make sure proper delivery and transmission
Maintain Team tax dashboard to track preparation, notes, revenue and opportunities
Support seasonal workload balancing and cross-functional projects

Education/Qualifications

Bachelor’s degree (or equivalent experience) in Finance or Accounting with a focus on tax preferred
Ideal candidates have advanced knowledge and certifications (e.g., CPA, EA), or are willing to pursue
CTEC registered tax preparer highly preferred
2+ years' experience in tax preparation or public accounting
Contribute to a positive, inclusive, and high-performance team culture
Strong verbal and written communication skills
Excellent financial acuity
Proficiency in tax software and technology tools, with knowledge of Drake Software a significant plus

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Lead level is $57,750.00 to $126,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-HB1

#LI-onsite

IND123

Comprehensive Benefits Offerings

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. You may be eligible to participate in the following benefits & development opportunities:

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
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
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)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
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 763-417-1700

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 organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: 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.

Apply Now

Refine Your Search

financial technology associate jobs in berkeley ca

Tax Associate

Senior Administrator

Quality Technician

Investment Associate

Business Solutions Associate

Associate - Acquisition

Technology Commercialization Associate

Business Operations Associate

Research Associate I/II

Library Technician

Research Associate I/II, In Vivo Immunology

Associate, Strategic Finance

Research Associate I/II, Synthetic Immunology

Associate

Research associate or Sr Research associate

Associate / Associate Consultant - Analytics

Deal Operations Associate

Business Operations Associate (Waterloo or Toronto)

Associate Technical Consultant

2027 Blackstone Private Equity Associate (San Francisco)

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