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Blucora, which owns the TaxAct an Avantax Wealth Management businesses, has added several new executives and reorganized its business. The changes were announced recently by CEO Christopher Waters, who joined the company in January.

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.

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
Last modified on Monday, 04 May 2020
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