Tax Director

Creative Planning; BLOOMINGTON (MN); On-site; USD 120,000 - 300,000; Full time

Job summary

Creative Planning is seeking a Tax Director to provide expert tax services, lead a team, and foster strong client relationships. With over 10 years of experience required, the role emphasizes strategic tax discussions and client advisory capabilities. Candidates must be CPA certified, with a strong educational background in accounting or finance.

Qualifications

• 10+ years of Tax experience required.
• CPA certification is mandatory.
• Experience in leading or managing a team.

Responsibilities

• Signs all levels of tax returns and projections.
• Manages client relationships and expectations.
• Develops internal training content.

Skills

Analytical skills

Problem-solving skills

Communication skills

Education

Bachelor's degree in accounting or related degree

Master's Degree in Tax or Finance

Tools

MS Office

Excel

Job description

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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

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

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Financial Services and Accounting

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