Tax Director (Remote Work Opportunity)

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. 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, we are excited to share the base salary range for this position is $160,000.00 to $180,000.00, exclusive of bonuses and benefits. This role is also eligible for our 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 job tools and training; train new staff on company policies and procedures.

• Ensure that 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 team member annual performance reviews.

• Identify team member development needs and implement development plans.

• Coach and mentor team members.

• Manage spend to budget.

Tax Advisory, Planning and Preparation

• Prepare client tax returns including related work documents for Individuals and two or more of these categories: 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 selected team member tax strategy and projection work output.

• Provide tax planning advice to clients and their WEG Financial Advisors.

• Conduct tax research and planning, including but not limited to CCH AnswerConnect, BNA projections, special research projects, and retirement account recommendations.

• Review and respond to tax notices.

• Respond 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 their assigned clients, financial advisors, and other internal clients are followed.

• Ensure effective process, collaboration, and outcomes with outsourced service provider.

• 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.

• Ensure that urgent or high impact operational issues are quickly addressed and resolved.

• Ensure team adherence to WETCS Compliance Manual policies and ensure 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, encourage cross-team collaboration among team members, and except for reporting relationship and management purposes, make team boundaries essentially nonexistent for team members.

• Assist other WEG teams (Sales, Advisory, Marketing, M&A, etc.) as needed – brief them and their clients on WETCS services and assist with closing M&A deals and prospect conversion opportunities.

Tax Expertise and Professional Growth

• Maintain expertise in all aspects of tax compliance.

• Maintain fluency in tax related software, tools and procedures used at WETCS.

• Grow your 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, & 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 experience) in Finance or Business; BS in Accounting preferred.

• CPA or EA required.

• 8 years of tax accounting experience.

• 12 years of overall (public, corporate, tax) accounting experience.

• 4 years of people leadership experience preferred, managing 2 or more direct reports.

• Experience preparing high-net-worth tax returns (1040s).

• Experience preparing at least one of the following types of tax returns: 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 and nurture productive working relationships and establish professional credibility with people 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 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 a director level is $142,600.00 to $213,900.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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.