Senior Tax Supervisor - Client Growth & Mentorship

Creative Planning; Omaha (NE); On-site; USD 85,000 - 120,000; Full time

Job summary

Creative Planning, LLC seeks a Tax Supervisor to lead tax preparation, review and ancillary services for clients. You will engage directly with clients, mentor staff, and identify growth opportunities within the firm. The role emphasizes adherence to tax laws and timely delivery of engagements.

Ideal candidates hold a CPA, have 4+ years in professional services, and demonstrate strong communication, integrity and teamwork. A commitment to client service and firm initiatives is essential.

Qualifications

• Bachelor's degree in accounting or related field; Master's in taxation preferred.
• CPA certification highly preferred.
• 4+ years professional services experience with tax focus.

Responsibilities

• Deliver a full range of specialized tax, compliance and consulting services on time.
• Stay current on accounting standards; identify and mitigate tax risks.
• Provide guidance to staff and senior accountants; support client engagements.
• Build client relationships; participate in business development and industry activities.
• Ensure confidentiality and follow firm risk management policies.

Skills

CPA certification

4+ years experience

Strong communication

Detail oriented

Teamwork

Education

Bachelor's in accounting

Master's in taxation

Tools

Tax software

Excel

Presentation software

Job description

Creative Planning, LLC seeks a Tax Supervisor to lead tax preparation, review and ancillary services for clients. You will engage directly with clients, mentor staff, and identify growth opportunities within the firm. The role emphasizes adherence to tax laws and timely delivery of engagements.

Ideal candidates hold a CPA, have 4+ years in professional services, and demonstrate strong communication, integrity and teamwork. A commitment to client service and firm initiatives is essential.