JOB SUMMARY The Creative Planning Business Services Tax Director provides high quality tax services to all external clients, executes on engagements, and is a strong leader in the firms CPA Services Team.
The Tax Director delivers a full range of specialized tax, compliance, and consulting services.
Building strong client relationships to be a valued partner for our clients.
JOB DUTIES Signs all levels of tax returns and projectionsDelivers full range of tax servicesStrengthens center of influence relationships & asks for referralsManages full client relationship of client group, client expectations, and workflowDevelops internal CPE contentEngages in client discussions about strategic tax topicsProvides timely & accurate responses to clientsStrives for an advisory relationship in every client interaction, always seeking opportunities for clients to further their business goalsDevelopand execute a networkingstrategy to meetnewprospectsand maintainanindustry focusProvides open communication to all staff to promote a positive learning environmentEffectively communicates work expectations to staff & management teamDemonstrates complete knowledge for firm policies on financial matters : billing, AR, budgets, time reporting, engagement, & profitabilityMaintainscurrent knowledgeon accounting standardsand provides training to team membersDevelops & grows team members skillsAttends and participates inrelatedweekly / monthly meetingsEffectively manage multiple deadlines REQUIRED EXPERIENCE / QUALIFICATIONS 10+ years of Tax experienceA bachelorsdegreein accounting or related degreeCPA CertifiedMasters Degree in Tax or Finance strongly recommendedPC literate : basic software applications : Word, Excel, Internet, etc.
Experience leading or managing a team 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
Tax Director
JOB SUMMARY The Creative Planning Business Services Tax Director provides high quality tax services to all external clients, executes on engagements, and is a strong leader in the firms CPA Services Team. The Tax Director delivers a full range of specialized tax, compliance, and consulting services....
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