Tax Supervisor

Creative Planning; Waterloo (IA); On-site; USD 90,000 - 120,000; Full time

Job summary

Creative Planning, LLC is seeking a Tax Supervisor to deliver comprehensive tax preparation, review and advisory services across client engagements, while building relationships and seeking growth opportunities.

The role emphasizes mentorship, regulatory compliance, and active participation in firm initiatives. You will lead engagements, support staff, ensure quality work, and contribute to business development in a team-focused environment.

Qualifications

• Bachelor's degree in accounting or related field or master's in taxation.
• CPA certification; highly preferred.
• 4+ years of professional services experience with a track record of high achievement.
• 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: spreadsheet, word processing, and presentation software.

Responsibilities

• Deliver a full range of specialized tax, compliance and consulting services in compliance with laws, regulations and timelines.
• Keeps current on and applies basic accounting standards and education; identifying and mitigating tax risks.
• Ensure quality completion of client engagements and provide innovative tax planning.
• Act as a resource for staff and senior accountants, providing feedback and guidance.
• Adhere to client confidentiality and risk management policies; escalate issues as needed.
• Build authentic relationships with clients to identify growth opportunities for Creative Planning.
• Participate in business development meetings to generate new client projects and revenue.
• Explore industry specialization and industry-focused service opportunities.
• Be a resource for tax team members with training and feedback on client engagements.
• Support growth and professional development through firm trainings, CPE, internal committees, and mentorship.

Skills

Interpersonal skills

Written and verbal communication

Analytical skills

Teamwork and organization

Integrity and work ethic

Education

Bachelor’s degree in accounting or related field

Master’s degree in taxation

CPA certification (highly preferred)

Job description

The Tax Supervisor works to provide excellent tax preparation, review and ancillary services in all client engagements including direct client involvement and relationship building. A Tax Supervisor will seek opportunities for growth and mentorship and is an active participant in firm initiatives.

JOB DUTIES

• Deliver a full range of specialized tax, compliance and consulting services in compliance with laws, regulations and timelines.
• Keeps current on and applies basic accounting standards and education; identifying and mitigating tax risks.
• Accountability in the workflow for client engagements ensuring quality completion of all work. Providing innovative tax planning, identifying and mitigating tax risks.
• Acts as a resource for staff and senior accountants, providing feedback and offering guidance and direction.
• Understands and adheres to client confidentiality standards; demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner.
• Build authentic relationships with clients through all interactions. Work to identify areas where Creative Planning can further their business and goals.
• 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.
• Be a resource for other members of the tax team. 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 firm sponsored trainings, 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 related field of study or master’s degree in taxation
• CPA certification; highly preferred
• 4+ 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
• Technology and tools best practices including tax software
• Quality control
• Risk assessment, analysis and management
• Measurement analysis and interpretation
• Build authentic relationships with clients through all interactions. Work to identify areas where Creative Planning can further their business and goals.
• 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.
• Be a resource for other members of the tax team. 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 trainings, CPE courses, internal committees, and mentorship opportunities.
• Communicate effectively with your team striving for open and honest dialogue in all interactions.

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.