OB SUMMARY The Creative Planning Business Services Tax Manager provides high quality tax services to all external clients, executes on engagement scheduling, and is an active participant in identifying areas of process improvement while being?
a leader in the firms CPA Services Department.
The Tax Manager plans, supervises, and performs reviews for all levels of business & individual returns while ensuring our clients experience excellent service through their deep technical knowledge and advanced business development skills.
JOB DUTIES Manages full client relationship of client group, client expectations, and workflow Brings tax savings opportunities to clients Engages in client discussions about strategic tax topics Provides timely & accurate responses to clients Strives for an advisory relationship in every client interaction, always seeking opportunities for clients to further their business goals Develop?
and execute a networking?strategy to meet?new?prospects?and maintain?an?industry focus Provides open communication to all staff to promote a positive learning environment Effectively communicates work expectations to staff & management team?
Demonstrates complete knowledge for firm policies on financial matters : billing, AR, budgets, time reporting, engagement, & profitability Maintains?
current knowledge?on accounting standards?and provides training to team members? Attends and participates in?related?weekly / monthly meetings?
Effectively manage multiple deadlines? REQUIRED EXPERIENCE / QUALIFICATIONS 8+ years of Tax experience? A bachelors?degree?
in accounting or related degree? CPA Certified? Masters Degree in Tax or Finance strongly recommended? PC 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 Manager - Gift, Trust, & Estate Tax - Remote Eligible
Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. We have ov...
Tax Director - (Credits and Incentives)
JOB DUTIES Manages full client relationship of client group, client expectations, and workflow Brings tax savings opportunities to clients Engages in client discussions about strategic tax topics Provides timely & accurate responses to clients Strives for an advisory relationship in every client int...
Tax Associate - Credits, Incentives and Methods - Energy & Excise - Fall 2025
Assist with tax planning and research, as it relates to the excise tax and renewable energy credits within the following areas:. As an Affirmative Action and Equal Opportunity Employer, all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment...
Accounting & Tax Manager.
Our distinguished client, a well-established accounting firm, is actively seeking an accomplished and proactive Accounting and Tax Manager to seamlessly integrate into their local team. Your proficiency will be essential in the precise preparation and thorough review of tax filings, while also nurtu...
Accounting & Tax Manager
Our distinguished client, a well-established accounting firm, is actively seeking an accomplished and proactive Accounting and Tax Manager to seamlessly integrate into their local team. Your proficiency will be essential in the precise preparation and thorough review of tax filings, while also nurtu...
Accounting & Tax Manager
Our distinguished client, a well-established accounting firm, is actively seeking an accomplished and proactive Accounting and Tax Manager to seamlessly integrate into their local team. Your proficiency will be essential in the precise preparation and thorough review of tax filings, while also nurtu...
State and Local Tax Financial Services Manager
You’ll focus on issues related to abandoned and unclaimed property, income and franchise tax, payroll and employment tax, credits and incentives, and indirect tax. SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the o...
Tax Manager - Sustainability, Climate & Equity - Renewable Energy
Our spectrum of business tax services is relevant for public and private companies, and range from tax planning to tax compliance, controversy, and risk management, including tax credits, government incentives, and tax management consulting. If you have a passion for renewable energy and sustainabil...
Domestic & ESG Tax Manager - Remote Eligible
You will play a key role in gathering and analyzing data, often coordinating across the organization and externally to understand and correctly interpret data, quantify tax impacts and provide recommendations. This role is largely project-based and will give the candidate experience in corporate (ta...
Remote Tax Manager - Estate & Trust TOP 50 FIRM
Assess and identify tax compliance and consulting needs of the client. Review complex tax returns: individual (1040), estate (1041) and some partnership (1065) tax returns. Review complex tax computations, workpapers, and tax entries. Research tax laws and offer guidance on complex tax technical iss...