Tax Strategy & Operations Manager

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management. With over 90,000 households served across 175 offices nationwide, we continually refine our processes to deliver exceptional service.

Tax Strategy & Operations Manager – Malvern, PA (On-site or Hybrid) – reports to the Tax Manager. Base salary $130,000 – $180,000 exclusive of bonuses and benefits. This role leads the redesign and modernization of our tax preparation practice, driving transformative change across all aspects of tax services.

• Assess and redesign existing tax workflows for efficiency and scalability.
• Lead migration from Pro Series to CCH Axcess, managing data transfer, workflow setup, and staff training.
• Develop standardized processes, templates, and checklists to enhance quality control 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 reopening to new clients; establish pricing models and service tiers.
• Lead, mentor, and manage seasonal tax preparers; oversee the full hiring lifecycle.
• Collaborate with financial advisors to deliver proactive year‑round tax planning strategies for full-service clients.
• Prepare and review individual tax returns of varying complexity (K-1, Schedule C, rental income, advanced strategies) ensuring accuracy and client communication.
• Act as liaison between tax, advisory, operations, and compliance teams; communicate clearly with all stakeholders.
• Perform other duties as assigned.

• Active CPA license (required).
• Bachelor’s degree in accounting, taxation, finance, or related field (or equivalent experience).
• Minimum 5 years’ experience preparing complex individual tax returns.
• Experience leading process improvement initiatives, software transitions or practice-level transformations.
• Proficiency with CCH Axcess or similar cloud-based solutions preferred.
• Demonstrated ability to lead, hire, and manage a team, especially in a seasonal or high-volume environment.
• Strong business acumen and ability to develop and execute business plans.
• Proficiency in Microsoft Office Suite;
  Workday preference.
• Exceptional interpersonal skills, emotional intelligence, and ability to build trust across departments.
• Highly organized, process-oriented, with attention to detail.
• Self‑motivated, comfortable working independently with significant autonomy.

• Medical, dental, and vision coverage for full-time employees and families.
• Health Savings Account (HSA) with employer contribution.
• 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.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• 18 days of paid time off (PTO); 25 PTO days after 4 years of service.
• 12 paid holidays each year.
• Paid parental leave and paid caregiver leave (available after 6 months).
• Tuition, licensing, and credential reimbursement (after service requirements).

Wealth Enhancement is an equal opportunity employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status. We comply with E‑Verify and other applicable laws.