Tax Director
BerganKDV - omaha, NE
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Description 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 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 •Strong analytical and problem-solving abilities •Excellent written and verbal communication skills
Created: 2024-10-01