New arrivals include CFO Marc Mehlman, who succeeded interim CFO Mimi Carsley, who remains as treasurer and SVP of FP&A and procurement. Mehlman was with Thomson Reuters for nearly 15 years and was VP of the OneSource Tax business from August 2013 through December 2015. He was then managing director for OneSource Global Direct Tax and Statutory Reporting from January 2016 through August 2018 and GM of the company’s Large and Strategic Corporate Customer Segments from September 2018 through last month.
Todd Mackay, who joined the company in March 2014. has become President of Wealth Management. He was most recently of chief business operations and development officer for Blucora and has lead a majority of the operational elements of Avantax. Enrique Vasquez has moved into the new role of Managing Director of Practice Acquisition, after serving as president of wealth management since June.
TaxAct operations will be consolidated under president Curtis Campbell, who also becomes president of software in heading the tax preparation and software division. He will oversee all software development, including Avantax and its Tax Smart Investing platform.
Dilip Nagaraja has becomeachief technology officer, while Blucora plans to announce a new chief information officer in a few weeks. Chief legal officer Ann Bruder is adding the role of corporate development and administrative officer and will oversee corporate development, corporate risk management, business continuity, security and real estate. Other new executives include Jody Diaz as chief human resources officer and Raj Doshi as chief growth and marketing officer.