Tax Director: Lead Complex Returns, Grow Partnerships

Creative Planning; Overland Park (KS); On-site; USD 180,000 - 260,000; Full time

Job summary

Creative Planning, LLC seeks a Tax Director to lead complex tax engagements, mentor staff, and ensure exceptional client service. You will oversee quality, fees, and deadlines while driving growth and collaboration across departments.

This role demands active CPA certification, 10+ years of tax experience with closely held entities, and strong leadership, communication and client-management skills. Based in Overland Park, KS, the position emphasizes strategic planning and practice growth.

Qualifications

• Active CPA Certification.
• 10+ years of tax experience with closely held entities.
• Proven leadership and client relationship skills.
• Bachelor's degree in accounting or related field.

Responsibilities

• Lead preparation, review and delivery of complex tax returns and advisory work with high technical accuracy.
• Mentor staff and drive development to maintain client relationships.
• Ensure timeliness, budgeting, time reporting and profitability per firm policies.
• Develop and implement engagement budgets, workplans, and resource allocation.
• Drive business development, client communication and onboarding of new clients.
• Collaborate with accounting, audit and advisory teams to deliver integrated services.

Skills

Leadership

Tax planning

Client relationship

Communication

Education

CPA Certification

Bachelor’s degree in accounting

Tools

Microsoft Office

Tax software

Job description

Creative Planning, LLC seeks a Tax Director to lead complex tax engagements, mentor staff, and ensure exceptional client service. You will oversee quality, fees, and deadlines while driving growth and collaboration across departments.

This role demands active CPA certification, 10+ years of tax experience with closely held entities, and strong leadership, communication and client-management skills. Based in Overland Park, KS, the position emphasizes strategic planning and practice growth.