Job summary
Job post source
This job is directly from Wealth Enhancement
Job overview
The Tax Director at Wealth Enhancement leads a team of tax professionals, providing tax advisory and planning services while ensuring client satisfaction and business growth.
Responsibilities and impact
The role involves team leadership including hiring, training, performance management, tax return preparation and review, tax planning, client and financial advisor engagement, cross-team collaboration, and maintaining tax expertise.
Compensation and benefits
The base salary range is $160,000 to $180,000 with eligibility for corporate bonuses; benefits include medical, dental, vision coverage, 401k with match, paid time off, parental leave, and professional development opportunities.
Experience and skills
Requires a Bachelor's degree or equivalent, CPA or EA certification, 8 years of tax accounting experience, 12 years overall accounting experience, leadership experience preferred, and strong communication and analytical skills.
Career development
Opportunities include professional education, growth activities, and expanding tax expertise in various areas annually.
Work environment and culture
The company values client enrichment, team collaboration, and professional growth within a supportive and compliant environment.
Company information
Wealth Enhancement is an independent wealth management firm serving over 75,000 households nationwide with personalized financial planning and investment management since 1997.
Team overview
The candidate will lead a team within Wealth Enhancement Tax & Consulting Services, focusing on team performance, collaboration, and tax expertise development.
Job location and travel
This is a remote work opportunity with a nationwide presence through over 100 offices.
Unique job features
The role uniquely combines individual tax advisory work with substantial team leadership and cross-department collaboration responsibilities.
Company overview
Wealth Enhancement Group is a financial services firm that specializes in providing comprehensive financial planning and investment management solutions. They generate revenue through advisory fees, financial planning services, and investment management for individuals, families, and businesses. Founded in 1997, the company has grown significantly through strategic acquisitions and organic growth, establishing a strong presence across the United States. Wealth Enhancement Group is known for its team-based approach, integrating financial advisors, specialists, and technology to deliver personalized financial strategies. Candidates should be aware of the firm's commitment to client-centric service and its emphasis on holistic financial planning.
How to land this job
Position your resume to highlight leadership and team management skills, emphasizing your experience recruiting, training, and mentoring tax professionals as well as managing team performance and budgets.
Focus on your expertise in tax advisory, planning, and preparation, especially your ability to handle complex returns such as Trust, Estate, Gift, S Corp, C Corp, Partnerships, and Foreign Reporting taxes, along with tax strategy and projections.
Apply through multiple channels including Wealth Enhancement's corporate careers page and LinkedIn to maximize your application visibility and increase your chances of being noticed.
Connect with current Wealth Enhancement Tax Directors or team members on LinkedIn. Use ice breakers like commenting on their approach to team leadership in tax services or asking about their experience with Wealth Enhancement's Roundtable and UniFi processes to start a conversation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'tax advisory,' 'team leadership,' 'tax planning,' 'compliance,' 'tax software proficiency,' and 'client satisfaction' to ensure it passes initial screenings.
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