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 firm's 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 projections
Delivers full range of tax services
Strengthens 'center of influence' relationships & asks for referrals
Manages full client relationship of client group, client expectations, and workflow
Develops internal CPE content
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
Develops & grows team members skills
Attends and participates in related weekly / monthly meetings
Effectively manage multiple deadlines
REQUIRED EXPERIENCE / QUALIFICATIONS
10+ years of Tax experience
A bachelor's degree in accounting or related degree
CPA Certified
Master's 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