Tax Strategy & Operations Manager

About the role

Wealth Enhancement is seeking a Tax Strategy & Operations Manager to lead the redesign and modernization of our tax preparation practice. This role is responsible for transforming our tax services into a profitable, sustainable operation while providing proactive tax planning for our clients.

Responsibilities

• Audit and redesign existing tax preparation workflows, including client intake, document collection, preparation, review, client communication, and pricing.
• Lead the migration from Pro Series to CCH Axcess (cloud-based), managing data transfer, workflow setup, and staff training.
• Develop standardized processes, templates, and checklists to enhance quality control, consistency, and turnaround time.
• Create and execute multi-year business plans to transition the tax practice into a profitable, sustainable operation.
• Partner with leadership on client capacity strategies, managing reduction and future reopening to new clients.
• Establish pricing models, service tiers, and capacity metrics to support growth.
• Lead, mentor, and manage a team of seasonal tax preparers, ensuring quality and adherence to deadlines.
• Build a long-term vision for a proactive, scalable tax team.
• Partner with financial advisors during non-tax season to deliver proactive, year-round tax planning strategies for full-service clients.
• Provide tax-aware insights on complex client situations, including those involving K-1 income, Schedule C businesses, rental properties, and tax-driven investment strategies.
• Prepare and review individual tax returns of varying complexity, in areas including K-1s, Schedule C, rental income, and advanced tax-led strategies.
• Work collaboratively across departments, acting as a liaison between tax, advisory, operations, and compliance teams.
• Communicate clearly and empathetically with clients, colleagues, and leadership.

Requirements

• Active CPA license
• Bachelor's degree (or equivalent experience) in accounting, taxation, finance, or a related field
• Master’s degree in taxation or MBA preferred
• Minimum of 5 years of experience preparing individual tax returns, including complex returns (K-1s, Schedule C, rental properties, and tax-driven investment strategies)
• Demonstrated experience leading process improvement initiatives, software transitions, or practice-level transformations
• Experience with CCH Axcess or other CCH cloud-based solutions preferred
• Proven ability to lead, hire, and manage a team, particularly in a seasonal or high-volume environment
• Strong business acumen and ability to develop and execute business plans
• Proficiency in Microsoft Office Suite and Workday
• Exceptional interpersonal skills, emotional intelligence, and the ability to build trust across departments and skill levels
• Highest level of process orientation with outstanding organizational skills and attention to detail
• Comfortable working independently with significant autonomy in a dynamic environment
• Genuine passion for helping people and the tax process

Qualifications

• Active CPA license
• Bachelor's degree (or equivalent experience) in accounting, taxation, finance, or a related field
• Master’s degree in taxation or MBA preferred
• Minimum of 5 years of experience preparing individual tax returns, including complex returns (K-1s, Schedule C, rental properties, and tax-driven investment strategies)
• Demonstrated experience leading process improvement initiatives, software transitions, or practice-level transformations
• Experience with CCH Axcess or other CCH cloud-based solutions preferred
• Proven ability to lead, hire, and manage a team, particularly in a seasonal or high-volume environment
• Strong business acumen and ability to develop and execute business plans
• Proficiency in Microsoft Office Suite and Workday
• Exceptional interpersonal skills, emotional intelligence, and the ability to build trust across departments and skill levels
• Highest level of process orientation with outstanding organizational skills and attention to detail
• Comfortable working independently with significant autonomy in a dynamic environment
• Genuine passion for helping people and the tax process

Skills

• CPA License
• Accounting, Taxation, Finance, or Related Field Degree
• Software Transition Experience (CCH Axcess)
• Process Improvement Experience
• Team Leadership and Management
• Client Communication and Relationship Building
• Financial Planning and Analysis
• Microsoft Office Suite and Workday Proficiency

Benefits

• Comprehensive benefits package including medical, dental, and vision coverage, HSA, FSA, life and AD&D insurance, short-term and long-term disability, workers compensation, 401(k) with match and profit sharing, and more.
• Training and professional development opportunities.
• Flexible PTO and paid holidays.
• Paid parental and caregiver leave.
• Tuition reimbursement.
• Wellness programs and resources.

Pay

The base salary range for this position is $130,000.00 to $180,000.00, exclusive of bonuses and benefits.

Schedule

This role is an On-site or Hybrid position.