Vice President of Tax

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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

• 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. • 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. • 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.

🎯 Requirements

• 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.

🏖️ 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)