Vice President of Tax (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 80,000 households from our over 140 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 excellent opportunity for a Vice President of Tax. 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.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $220,000.00 to $240,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.

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.

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 Vice President level is $182,600.00 to $273,900.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-REMOTE

#LI-JV1

IND123

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.