Tax Director

Company: Valdez International Corporation
Location: Plymouth
Posted on: September 12, 2020

Job Description:

Wealth Enhancement Group® is a comprehensive wealth management firm with $19 billion* in assets under management. Founded in 1997 in Minneapolis, MN, Wealth Enhancement Group has 19 office locations across the U.S. and serves clients across more than 40 states.

Through our Roundtable team approach, Wealth Enhancement Group delivers truly comprehensive financial guidance by bringing together all the specialists our clients need, all under one roof, covering all core aspects of wealth management.

Our Corporate Headquarters in Plymouth, MN is looking for an experienced Tax Director to support and deliver the timely and accurate processing of tax returns that are contracted through the WETCS department. Work with WEG advisors to promote the tax offerings and work with their clients.

The Tax Director’s primary focus is to set the strategic direction for the Tax Department which includes working with WETCs team and Advisors to sell the tax service offerings; setting up the business model and systems required for growth. This role will build, train and manage a staff of tax professionals to insure the departments is staffed for growth and peak work periods. This role will engage with clients to correctly process and file tax returns, projections and file extensions. This may include document review, client meetings, research and presentation of current IRS laws and offering advice to the requirements of the law to fellow employees. The Tax Director will maintain his or her skills and knowledge levels as appropriate with the role.

Key Functions Set Growth Strategy and Direction Develop a growth strategy

Structure billing models and analyze yearling billing

Develop relationships with Advisor Teams to secure new business and client referrals

Maintain and update tax programs and software

Lead the Team Build and maintain a strong functional team through effective recruiting, training, and coaching

Insure staff is competent for responsibilities and has access to skill-specific tools and training; train new staff on basic company policies and procedures

Identify tax support staff needs and corresponding job descriptions

Tax Preparation Prepare and review all types of tax returns, including related work papers; Individual, Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations, Payroll, Sales Tax and Foreign Reporting

Maintain all aspects of tax bookkeeping, including Trust Accounting, using appropriate software (QuickBooks, Excel, Quicken)

Conduct Tax Research and Planning, including but not limited to CCH Intelliconnect, BNA projections, Special Research projects, Retirement Account recommendations and set up

Respond to and work with federal and state auditors

Respond to tax notices

Client Service Organize and track distribution of client organizers, filing dues dates, e-filing status, etc.

Amend returns

Answer tax related questions, and acting as a Subject Matter Expert (SME) for Partners / Planners

Project and order supplies for tax returns and compilation of client organizers

Act as support / SME for tax program

Education | Skills BS in Accounting

10-15 years public accounting or tax experience

Experience working on high net worth tax returns (1040s)

Experience building tax function and leading teams

Detail oriented; ability to prioritize work flow and projects; able to work with deadlines and be flexible; self-managed

Strong analytic and problem solving skills; ability to independently think and act strategically

Professional interactions with clients and staff; superior client-centric skills

Ability to sell tax services and grow the business

Excellent verbal and written communication skills

Proficiency in Excel, Word, ProSystems fx Tax, ProSystems fx Scan, CCH Intelliconnect Research

Ability to work as a team member; positive solution-focused attitude

Experience in multi-tasking in a fast-paced environment

Drive for Results

Integrity

OSHA Requirements The ability to stand or sit for long periods of time, to use the telephone and computer systems

Ability to lift 10 pounds

IND123

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.

If you want to view the EEO is the Law poster, please choose your language: English – Spanish – Arabic - Chinese

If you want to view the EEO is the Law Supplement poster, please choose your language: English – Spanish – Chinese

If you want to view the Pay Transparency Policy Statement, please click the link: English

Keywords: Valdez International Corporation, Plymouth , Tax Director, Other , Plymouth, Massachusetts