Wealth Enhancement Group
Vice President of Tax (Remote Work Opportunity)
Wealth Enhancement Group, Germantown, Ohio, United States
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 75,000 households from our over 100 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 excellent opportunity for a
This individual is a pivotal leader within our Centralized Wealth Solutions group. This senior executive role is responsible for shaping a forward-looking tax strategy, leveraging deep subject matter expertise to deliver transformative outcomes for our Advisors and clients through innovative solutions and a best-in-class platform. As the leader of Wealth Enhancement’s tax organization, you will be instrumental in driving the firm’s competitive advantage. With a mandate to significantly scale the department over the next five years, this role requires bold vision, operational excellence, and the ability to lead through change while aligning with evolving business priorities and strategic objectives. The base salary range for this position is $220,000.00 to $240,000.00, exclusive of bonuses and benefits. Primary Job Functions
Strategic, Operational, and People Leadership Develop and execute a comprehensive tax strategy aligned with organizational goals and regulatory frameworks. Lead organizational transformation within the tax division to address evolving industry trends, compliance requirements, and business needs. Build, mentor, and lead a high-performing tax team, fostering a collaborative, inclusive, and high-accountability culture. Provide expert guidance to tax advisors and operations personnel, ensuring technical excellence and consistency. Continuously evaluate and enhance tax-related processes to drive operational efficiency and innovation. Growth and Scale Spearhead the sustainable growth of the tax organization over the next five years, ensuring it remains a strategic differentiator. Leverage emerging technologies to streamline operations and improve tax efficiency. Identify, implement, and manage outsourced tax partnerships to optimize performance and scalability. Ensure adherence to federal, state, and local tax regulations while minimizing liabilities and optimizing after-tax profits. Stakeholder Engagement & Executive Communication Collaborate cross-functionally across WEG to enhance our platform, elevate client experience and ensure tax services remain a competitive advantage. Engage with executive leadership to deliver insights and strategic recommendations on tax-related matters. Stay ahead of industry trends, regulatory developments, and emerging tax strategies to position the firm as a market leader. Partner with marketing and communications teams to develop educational content and thought leadership in the tax domain. Cultivate and manage relationships with key external partners. Education/Qualifications
Bachelor’s degree (or equivalent experience) in Accounting, Finance, or a related field; advanced credentials (CPA, JD, or Master’s) strongly preferred. Minimum of 10 years of progressive leadership experience in tax, ideally within wealth management or financial services. Proven ability to harness technology for tax optimization and operational efficiency. Demonstrated success in managing outsourced tax partnerships. Deep expertise in business process optimization and continuous improvement. Exceptional interpersonal and communication skills, with a strong record of team leadership and development. Extensive experience leading organizational change within a tax function. Strong technical knowledge of tax regulations, planning, and strategic execution. Proven ability to scale tax operations while maintaining a competitive edge. Adept at managing multiple priorities in a dynamic, fast-paced environment. Comprehensive Benefits Offerings
Training and professional development Medical, dental and vision coverage Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) 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 12 paid holidays each year Paid parental leave and paid caregiver leave Reimbursement for tuition, licensing, and other credentials We are an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
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This individual is a pivotal leader within our Centralized Wealth Solutions group. This senior executive role is responsible for shaping a forward-looking tax strategy, leveraging deep subject matter expertise to deliver transformative outcomes for our Advisors and clients through innovative solutions and a best-in-class platform. As the leader of Wealth Enhancement’s tax organization, you will be instrumental in driving the firm’s competitive advantage. With a mandate to significantly scale the department over the next five years, this role requires bold vision, operational excellence, and the ability to lead through change while aligning with evolving business priorities and strategic objectives. The base salary range for this position is $220,000.00 to $240,000.00, exclusive of bonuses and benefits. Primary Job Functions
Strategic, Operational, and People Leadership Develop and execute a comprehensive tax strategy aligned with organizational goals and regulatory frameworks. Lead organizational transformation within the tax division to address evolving industry trends, compliance requirements, and business needs. Build, mentor, and lead a high-performing tax team, fostering a collaborative, inclusive, and high-accountability culture. Provide expert guidance to tax advisors and operations personnel, ensuring technical excellence and consistency. Continuously evaluate and enhance tax-related processes to drive operational efficiency and innovation. Growth and Scale Spearhead the sustainable growth of the tax organization over the next five years, ensuring it remains a strategic differentiator. Leverage emerging technologies to streamline operations and improve tax efficiency. Identify, implement, and manage outsourced tax partnerships to optimize performance and scalability. Ensure adherence to federal, state, and local tax regulations while minimizing liabilities and optimizing after-tax profits. Stakeholder Engagement & Executive Communication Collaborate cross-functionally across WEG to enhance our platform, elevate client experience and ensure tax services remain a competitive advantage. Engage with executive leadership to deliver insights and strategic recommendations on tax-related matters. Stay ahead of industry trends, regulatory developments, and emerging tax strategies to position the firm as a market leader. Partner with marketing and communications teams to develop educational content and thought leadership in the tax domain. Cultivate and manage relationships with key external partners. Education/Qualifications
Bachelor’s degree (or equivalent experience) in Accounting, Finance, or a related field; advanced credentials (CPA, JD, or Master’s) strongly preferred. Minimum of 10 years of progressive leadership experience in tax, ideally within wealth management or financial services. Proven ability to harness technology for tax optimization and operational efficiency. Demonstrated success in managing outsourced tax partnerships. Deep expertise in business process optimization and continuous improvement. Exceptional interpersonal and communication skills, with a strong record of team leadership and development. Extensive experience leading organizational change within a tax function. Strong technical knowledge of tax regulations, planning, and strategic execution. Proven ability to scale tax operations while maintaining a competitive edge. Adept at managing multiple priorities in a dynamic, fast-paced environment. Comprehensive Benefits Offerings
Training and professional development Medical, dental and vision coverage Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) 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 12 paid holidays each year Paid parental leave and paid caregiver leave Reimbursement for tuition, licensing, and other credentials We are an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
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