Tax Senior

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

Job summary

Creative Planning, LLC seeks a Tax Senior to provide excellent tax preparation, review, and ancillary services within our tax practice in Waterloo, IA. You will engage in engagement scheduling, contribute to process improvements, and strengthen technical skills while exploring opportunities outside tax.

You will lead and support diversified tax assignments, mentor associates, and participate in business development to expand client projects and revenue.

Qualifications

• Bachelor's degree in accounting or related field required.
• 2+ years of professional services experience preferred.
• Excellent interpersonal and communication skills required.
• Strong analytical, teamwork, and organizational abilities are essential.
• Integrity, maturity, dependability and a strong work ethic are important.

Responsibilities

• Perform diversified tax assignments, planning, and scheduling of client engagements under the direction of the engagement team.
• Keep current on basic accounting standards and education.
• Meet time budgets and deadlines for assignments and projects.
• Adhere to client confidentiality and risk management policies; address issues with management.
• Actively participate in business development meetings to build client relationships and revenue.
• Explore industry specialization and participate in professional activities.
• Support training and mentorship for associates and interns.
• Communicate effectively with the team to promote open dialogue.

Skills

Interpersonal skills

Written communication

Verbal communication

Analytical skills

Teamwork

Organizational skills

Integrity

Work ethic

Detail-oriented

Research skills

Tax software knowledge

Quality control

Risk analysis

Measurement interpretation

PC proficiency

Presentation software

Education

Bachelor's degree in accounting or related field

Tools

Tax software

Spreadsheet

Word processing

Presentation software

Job description

JOB SUMMARY

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
• 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.