Tax Director

Creative Planning; United States; On-site; USD 305,000 - 375,000; Full time

Job summary

An established industry player is seeking a dedicated Tax Director to join their dynamic team. This role offers the chance to work directly with clients and provide strategic tax advice, ensuring timely and accurate responses to inquiries. Enjoy a great work/life balance while being part of a fun, driven tax department that values autonomy and client service over traditional public accounting pressures. If you have a passion for tax consulting and a strong background in public accounting, this opportunity is perfect for you.

Qualifications

• 4+ years of public accounting experience required.
• CPA License is mandatory for applicants.

Responsibilities

• Review and finalize tax returns for diverse clients.
• Communicate clearly with clients regarding tax matters.

Skills

Public Accounting Experience

CPA License

MS Excel Proficiency

MS Word Proficiency

Understanding of Windows 10

Ability to Learn New Systems

Education

Bachelor's Degree in Accounting

Master's Degree in Income Taxation

Tools

ProSystem Fx

CCH Axcess Tax

Job description

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Talent Acquisition Consultant at Creative Planning

Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services. The tax department is a fun group of driven and dedicated professionals. We are looking for tax accountants who love client service but don’t like the headaches of a traditional public accounting firm, such as hourly billing and tracking your time. We offer a great work/life balance, autonomy, and the chance to work directly with a wide variety of clients.

The primary responsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for an answer.

The Tax Director will work directly with clients to prepare and deliver income tax returns as well as consult on any questions or planning with the wealth managers. They will be responsible for their own group of advisors to support as well as their own book of tax returns to prepare.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

• Reviews & finalizes tax returns for a large volume of tax clients, including individuals, trusts, and businesses
• Responsible for clear & concise communication with clients on all matters including delivery of income tax returns
• Responsible for timely & accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients
• Maintains accurate list of returns in CRM, including status, fee, collections, etc.
• Stays up to date on tax law changes and is able to communicate the effects of the law changes to clients
• All other duties as assigned

REQUIRED EXPERIENCE/QUALIFICATIONS:

• 4 years of public accounting experience
• CPA License

PREFERRED EXPERIENCE/QUALIFICATIONS:

• Master’s Degree in income taxation
• Experience with high-net worth individuals and/or trusts
• Experience handling a large volume of returns/clients

TECHNICAL SKILLS:

• Understanding and previous use of Windows 10
• Proficiency in MS Excel and Word
• Ability to quickly learn and adapt to new systems and technology
• Previous use of ProSystem Fx or CCH Axcess Tax preferred, but not required

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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