Wealth Enhancement Group
Tax Director (Remote Work Opportunity)
Wealth Enhancement Group, Germantown, Ohio, United States
Overview
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with a focus on personalized financial planning through our Roundtable and UniFi processes. We provide financial plans and investment management services to over 75,000 households from 100 offices nationwide.
Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for a
Tax Director . This role is accountable for service delivery, client satisfaction, employee satisfaction and professional growth, and business results for a team of tax professionals within Wealth Enhancement Tax & Consulting Services (WETCS). In addition to providing tax advisory, planning and tax return preparation services to clients as an individual contributor, this position has a substantial team leadership and management focus, along with team operations, cross-team collaboration, and team tax expertise development responsibilities. Achieve Core Objectives for the Team: Deliver client and WEG financial advisor satisfaction goals, deliver high team satisfaction and morale, and deliver client growth, revenue and profitability targets.
In the spirit of pay transparency, the base salary range for this position is $160,000.00 to $180,000.00, exclusive of bonuses and benefits. This role is eligible for our corporate bonus.
Compensation Base salary: $160,000.00 – $180,000.00, exclusive of bonuses and benefits. Eligible for corporate bonus.
Primary Job Functions Team Leadership and Management
Recruit, interview and hire high-potential team members for open positions.
Ensure staff are competent in their responsibilities and have access to necessary tools and training; train new staff on policies and procedures.
Ensure team members have clarity on role, responsibilities, work objectives, and expectations as a WETCS team member.
Monitor and manage ongoing team performance versus goals.
Hold team members accountable for their work commitments and for embodying WE and WETCS values.
Conduct annual performance reviews for team members.
Identify development needs and implement development plans.
Coach and mentor team members.
Manage spend to budget.
Tax Advisory, Planning and Preparation
Prepare client tax returns for Individuals and entities including Trust, Estate, Gift, S Corp, C Corp, Partnerships, LLCs, and Foreign Reporting taxes.
Review selected team member and outsourcer prepared tax returns.
Prepare tax strategies and projections.
Review tax strategy and projection work output.
Provide tax planning advice to clients and their WEG Financial Advisors.
Conduct tax research and planning, including use of tax research tools and retirement account recommendations.
Review and respond to tax notices.
Respond to State and Federal auditors inquiries and work to resolve them.
Amend tax returns.
Execute Tax Professional and Client / FA Engagement Practices
Manage client and financial advisor assignments for team members.
Ensure established operational processes are followed by the team.
Ensure communication guidelines between team members and clients, financial advisors, and other internal clients are followed.
Ensure effective process, collaboration, and outcomes with outsourced service providers.
Proactively identify and address potential issues and contribute to ongoing effectiveness and productivity improvements of tax operations.
Train WETCS personnel on tax software, systems, tools, and practices.
Address urgent or high-impact operational issues promptly.
Ensure team adherence to WETCS Compliance Manual policies and full compliance with applicable tax laws and regulations.
Cross-Team Collaboration
Work with other WETCS Tax Directors to ensure consistent processes across tax teams.
Coordinate with other WETCS Tax Directors to foster a shared WETCS culture and cross-team collaboration; team boundaries are minimized for team members.
Assist other WEG teams (Sales, Advisory, Marketing, M&A, etc.) as needed, briefing them and their clients on WETCS services and assisting with closing deals.
Tax Expertise and Professional Growth
Maintain expertise in all aspects of tax compliance.
Maintain fluency in tax software, tools and procedures used at WETCS.
Grow tax expertise in at least one area of tax each year.
Stay informed about current trends in tax and the tax services industry.
Serve as an expert tax resource and answer tax questions from the team, WETCS, and WEG.
Grow breadth and depth of tax expertise across the team.
Assist with planning and operationalizing professional education and growth activities.
Assist with selected WETCS initiatives as time permits.
Education/Qualifications
Bachelor’s degree (or equivalent) in Finance or Business; BS in Accounting preferred.
CPA or EA required.
8 years of tax accounting experience.
12 years of overall accounting experience (public, corporate, tax).
4 years of people leadership experience preferred, managing 2+ direct reports.
Experience preparing high-net-worth tax returns (1040s).
Experience preparing at least one of: Trust, Gift, Estate, S Corp, C Corp, Partnerships, LLC, Private Foundation, Foreign Reporting.
Experience doing tax planning / projections.
Excellent interpersonal and communications skills with ability to build relationships across the firm and with clients.
Excellent verbal and written communication skills.
Strong analytic and problem-solving skills.
WEG hires employees and makes decisions about salary qualifications based on factors such as: role, experience, qualifications, skills, tenure, cost-of-living and market demand. The entire salary grade for a director level is $142,600 to $213,900. The base salary range above is the starting range for this position.
LI-REMOTE
LI-JV1
IND123
Comprehensive Benefits Offerings Our benefits balance health and wellness, financial well-being, professional development, and work/life harmony. Benefits include:
Training and professional development
Medical, dental and vision coverage for employees and families
HSA with employer contributions and 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)
12 paid holidays each year (10 pre-determined and 2 floating)
Paid parental leave and caregiver leave
Tuition, licensing, and credential reimbursement (after service requirements)
Should you need reasonable accommodation when completing the application or during the selection process, contact Human Resources at 763-417-1700.
Information provided will be kept confidential and shared only with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Federal and E-Verify posters information available on request.
OSHA Requirements: This position may require standing or sitting for long periods, filing documents, using telephone and computer systems.
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Wealth Enhancement is an independent wealth management firm with a focus on personalized financial planning through our Roundtable and UniFi processes. We provide financial plans and investment management services to over 75,000 households from 100 offices nationwide.
Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for a
Tax Director . This role is accountable for service delivery, client satisfaction, employee satisfaction and professional growth, and business results for a team of tax professionals within Wealth Enhancement Tax & Consulting Services (WETCS). In addition to providing tax advisory, planning and tax return preparation services to clients as an individual contributor, this position has a substantial team leadership and management focus, along with team operations, cross-team collaboration, and team tax expertise development responsibilities. Achieve Core Objectives for the Team: Deliver client and WEG financial advisor satisfaction goals, deliver high team satisfaction and morale, and deliver client growth, revenue and profitability targets.
In the spirit of pay transparency, the base salary range for this position is $160,000.00 to $180,000.00, exclusive of bonuses and benefits. This role is eligible for our corporate bonus.
Compensation Base salary: $160,000.00 – $180,000.00, exclusive of bonuses and benefits. Eligible for corporate bonus.
Primary Job Functions Team Leadership and Management
Recruit, interview and hire high-potential team members for open positions.
Ensure staff are competent in their responsibilities and have access to necessary tools and training; train new staff on policies and procedures.
Ensure team members have clarity on role, responsibilities, work objectives, and expectations as a WETCS team member.
Monitor and manage ongoing team performance versus goals.
Hold team members accountable for their work commitments and for embodying WE and WETCS values.
Conduct annual performance reviews for team members.
Identify development needs and implement development plans.
Coach and mentor team members.
Manage spend to budget.
Tax Advisory, Planning and Preparation
Prepare client tax returns for Individuals and entities including Trust, Estate, Gift, S Corp, C Corp, Partnerships, LLCs, and Foreign Reporting taxes.
Review selected team member and outsourcer prepared tax returns.
Prepare tax strategies and projections.
Review tax strategy and projection work output.
Provide tax planning advice to clients and their WEG Financial Advisors.
Conduct tax research and planning, including use of tax research tools and retirement account recommendations.
Review and respond to tax notices.
Respond to State and Federal auditors inquiries and work to resolve them.
Amend tax returns.
Execute Tax Professional and Client / FA Engagement Practices
Manage client and financial advisor assignments for team members.
Ensure established operational processes are followed by the team.
Ensure communication guidelines between team members and clients, financial advisors, and other internal clients are followed.
Ensure effective process, collaboration, and outcomes with outsourced service providers.
Proactively identify and address potential issues and contribute to ongoing effectiveness and productivity improvements of tax operations.
Train WETCS personnel on tax software, systems, tools, and practices.
Address urgent or high-impact operational issues promptly.
Ensure team adherence to WETCS Compliance Manual policies and full compliance with applicable tax laws and regulations.
Cross-Team Collaboration
Work with other WETCS Tax Directors to ensure consistent processes across tax teams.
Coordinate with other WETCS Tax Directors to foster a shared WETCS culture and cross-team collaboration; team boundaries are minimized for team members.
Assist other WEG teams (Sales, Advisory, Marketing, M&A, etc.) as needed, briefing them and their clients on WETCS services and assisting with closing deals.
Tax Expertise and Professional Growth
Maintain expertise in all aspects of tax compliance.
Maintain fluency in tax software, tools and procedures used at WETCS.
Grow tax expertise in at least one area of tax each year.
Stay informed about current trends in tax and the tax services industry.
Serve as an expert tax resource and answer tax questions from the team, WETCS, and WEG.
Grow breadth and depth of tax expertise across the team.
Assist with planning and operationalizing professional education and growth activities.
Assist with selected WETCS initiatives as time permits.
Education/Qualifications
Bachelor’s degree (or equivalent) in Finance or Business; BS in Accounting preferred.
CPA or EA required.
8 years of tax accounting experience.
12 years of overall accounting experience (public, corporate, tax).
4 years of people leadership experience preferred, managing 2+ direct reports.
Experience preparing high-net-worth tax returns (1040s).
Experience preparing at least one of: Trust, Gift, Estate, S Corp, C Corp, Partnerships, LLC, Private Foundation, Foreign Reporting.
Experience doing tax planning / projections.
Excellent interpersonal and communications skills with ability to build relationships across the firm and with clients.
Excellent verbal and written communication skills.
Strong analytic and problem-solving skills.
WEG hires employees and makes decisions about salary qualifications based on factors such as: role, experience, qualifications, skills, tenure, cost-of-living and market demand. The entire salary grade for a director level is $142,600 to $213,900. The base salary range above is the starting range for this position.
LI-REMOTE
LI-JV1
IND123
Comprehensive Benefits Offerings Our benefits balance health and wellness, financial well-being, professional development, and work/life harmony. Benefits include:
Training and professional development
Medical, dental and vision coverage for employees and families
HSA with employer contributions and 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)
12 paid holidays each year (10 pre-determined and 2 floating)
Paid parental leave and caregiver leave
Tuition, licensing, and credential reimbursement (after service requirements)
Should you need reasonable accommodation when completing the application or during the selection process, contact Human Resources at 763-417-1700.
Information provided will be kept confidential and shared only with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Federal and E-Verify posters information available on request.
OSHA Requirements: This position may require standing or sitting for long periods, filing documents, using telephone and computer systems.
#J-18808-Ljbffr