Avantax®

  • Careers
  • Careers

A Team Unlike Any Other

Avantax is driven by a passion to make people’s lives better, and our team is here to make a difference.

Unmatched Experience, Genuine Enthusiasm

Our leadership team is dedicated to delivering what matters to our Financial Professionals and their clients. We remain committed to a culture built on independence, integrity, professionalism and support for the entire Avantax family.

Avantax is driven by a passion to make people’s lives better, and our team is here to make a difference. We strive to create a balanced and friendly work environment where careers can flourish. Join our team of motivated individuals eager to make an impact.

BUSINESS STRATEGY
COMPLIANCE
FINANCE & ADMIN
HUMAN RESOURCES
INFORMATION TECH (IT)
LEGAL
MARKETING
NATIONAL SALES
OPERATIONS
TRAINING & EVENTS

LEADERSHIP TEAM

“The Avantax Community of CPAs, tax professionals, tax-focused financial professionals and Home Office staff exists to help enable financial success by changing the way individuals and families plan and achieve their goals through tax-advantaged solutions.”

 
Todd Mackay – President

Todd Mackay

PRESIDENT OF WEALTH MANAGEMENT

Suman Aluru

VP, SOFTWARE ENGINEERING

Nate Biddick

VP, WEALTH MANAGEMENT GROWTH

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Aaron Brady

VP, PRODUCT MANAGEMENT

Andrew Duggan

VP, FINANCE

Mike Holmes

CHIEF MARKETING OFFICER

Michael Kobs

VP, Enterprise Relationships & Business Consulting

Dan Kocher

VP, SERVICE EXCELLENCE

Holly Manton

CHIEF of STAFF

Mike Pagano

VP, COMPLIANCE

Louie Rosalez

PRESIDENT, Avantax Planning Partners

Tim Stewart, CFP®

VP, BUSINESS DEVELOPMENT

Wendy W. Walton, Esq.

VP, GENERAL COUNSEL

Andy Watts, CFP®

VP, INVESTMENT SOLUTIONS