Tax Senior

Creative Planning; Urbandale (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

Creative Planning is seeking a Tax Senior to perform diversified tax assignments and assist in engagement scheduling under guidance from the engagement team. You will stay current on accounting standards and help develop technical skills while exploring opportunities beyond the tax practice.

The role emphasizes client confidentiality, teamwork, and opportunities to participate in business development and firm-wide training. CPA preferred and strong communication skills are essential.

Qualifications

• A bachelor’s degree in accounting or a related field of study.
• CPA certification preferred.
• 2+ years of professional services experience with a record of high achievement a plus.
• Excellent interpersonal skills and strong written and verbal communication.
• Strong analytical, teamwork, and organizational skills.
• Integrity, maturity, dependability, a positive attitude, and a strong work ethic.
• PC proficiency including spreadsheet, word processing, and presentation software.
• Knowledge of professional frameworks, standards, and guidance; tax software familiarity.

Responsibilities

• Perform diversified tax assignments, planning, and scheduling of client engagements under direction of the engagement team.
• Keep current on and apply basic accounting standards and education.
• Follow instructions and meet time budgets and deadlines for assigned areas, projects, and overall engagements.
• Adhere to client confidentiality standards and firm risk management policies.
• Join business development meetings to build relationships and drive new client projects and revenue.
• Explore industry specialization and industry-focused service through peer groups and involvement.
• Serve as a resource for tax associates and interns with technical training and feedback.
• Support growth and professional development through training, CPE, internal committees, and mentorship.
• Communicate effectively with the team, fostering open and honest dialogue.

Skills

Interpersonal skills

Written and verbal communication

Analytical skills

Teamwork

Organizational skills

Attention to detail

Integrity and dependability

Education

Bachelor's degree in accounting or related field

CPA certification

Tools

Tax software

Job description

The Tax Senior is responsible for items including but not limited to providing excellent tax preparation, review, and ancillary services to the tax practice participating in engagement scheduling, and identifying areas of process improvement. The Tax Senior is focused on increasing technical skills while beginning to explore opportunities to assist the firm outside of the tax practice.

JOB DUTIES

• Perform diversified tax assignments, planning, and scheduling of client engagements under the direction of the engagement team.
• Keep current on and apply basic accounting standards and education.
• Effectively follow instructions and meets time budgets and deadlines for assigned areas, projects, and overall assignments.
• Understand and adhere to client confidentiality standards; demonstrate awareness of the firm’s risk management policies and procedures, by identifying and referring ethical, independence, and conflict issues to the manager and/or partner.
• Actively seek opportunities to join business development meetings with the goal to build strong relationships and drive new client projects and revenue.
• Explore industry specialization and industry-focused service. This may include attending peer group meetings or industry organization involvement.
• Serve as a resource for tax associates and interns. This may include technical training and providing feedback on client engagements.
• Support the growth and professional development of yourself and your Creative Planning teammates by participating in company-sponsored training, CPE courses, internal committees, and mentorship opportunities.
• Communicate effectively with your team striving for open and honest dialogue in all interactions.

REQUIRED EXPERIENCE / QUALIFICATIONS

• A bachelor’s degree in accounting or a related field of study
• CPA certification preferred
• 2+ years of professional services experience with a record of high achievement a plus
• Excellent interpersonal skills
• Strong written and verbal communication skills
• Strong analytical, teamwork, and organizational skills
• Integrity, maturity, dependability, a positive attitude, and a strong work ethic
• PC proficiency, including spreadsheet, word processing, and presentation software applications
• Analytical skills with high-detail orientation
• Research and understand professional frameworks, standards, and guidance
• Knowledge of technology and tools best practices including tax software
• Quality control
• Risk assessment, analysis, and management
• Measurement analysis and interpretation

Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.