Tax Director

October 29

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Wealth Enhancement Group

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In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

📋 Description

• Deliver client and WEG financial advisor satisfaction goals, deliver high team satisfaction and morale, and deliver client growth, revenue and profitability targets. • 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. • Monitor and manage ongoing team performance versus goals. • Hold team members accountable for their work commitments and for embodying WE and WETCS values. • 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. • 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. • Train WETCS personnel on tax software, systems, tools, and practices.

🎯 Requirements

• 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.

🏖️ Benefits

• 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)