Tax Associate

JOB SUMMARY The Tax Associate is responsible for duties including but not limited to organizing & coordinating clients data for the accurate, timely completion of business and individual tax returns.

Assisting with providing tax preparation and ancillary services to the Creative Planning Business Services tax practice.

JOB DUTIES Responsible for the preparation of individual, corporation, partnership, fiduciary and other tax returns under supervision.

Prepares basic work papers, including clear and concise documentation.Keeps current on and applies basic accounting standards and education.

Effectively follows instruction and meets time budgets and deadlines for assigned areas and projects.Understands and adheres to client confidentiality standards.

Develops open and cordial oral and written communication with appropriate client personnel to facilitate good relations and exceptional client service.

Develops basic understanding of client's business to identify issues and provide constructive service suggestions.Develops understanding of service offerings within, and across lines of service to identify opportunities to meet clients needs.

Actively seek opportunities to join business development meetings to learn more about client advisory and foster internal and external relationships.

to meet client's needs.Support the growth and professional development of yourself and your Creative Planning teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities.

Communicate effectively with your team striving for open and honest dialogue in all interactions REQUIRED EXPERIENCE / QUALIFICATIONS Bachelors degree in accounting or related field of studyCPA certification in process preferredExcellent interpersonal skillsStrong written and verbal communication skillsStrong analytical, teamwork and organizational skillsIntegrity, maturity, dependability, a positive attitude and a strong work ethicPC proficiency, including spreadsheet, word processing and presentation software applicationsAnalytical skills with high detail orientationResearch and understand professional frameworks, standards and guidanceTechnology and tools best practices including tax software TECHNICAL SKILLS MS Office / Windows experience particularly financial modelling and data management in Excel Strong analytical and problem-solving abilities Excellent written and verbal communication skills Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients.

Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.