Tax Director

1 day ago Be among the first 25 applicants Direct message the job poster from Creative Planning The Creative Planning Business Services Tax Director provides high quality tax services to all external clients, executes on engagements, and is a strong leader in the firm’s CPA Services Team. The Tax Director delivers a full range of specialized tax, compliance, and consulting services. Building strong client relationships to be a valued partner for our clients. JOB DUTIES Signs all levels of tax returns and projections Delivers full range of tax services Strengthens ‘center of influence’ relationships & asks for referrals Manages full client relationship of client group, client expectations, and workflow Develops internal CPE content Engages in client discussions about strategic tax topics Provides timely & accurate responses to clients Strives for an advisory relationship in every client interaction, always seeking opportunities for clients to further their business goals Develop and execute a networking strategy to meet new prospects and maintain an industry focus Provides open communication to all staff to promote a positive learning environment Effectively communicates work expectations to staff & management team Demonstrates complete knowledge for firm policies on financial matters: billing, AR, budgets, time reporting, engagement, & profitability Maintains current knowledge on accounting standards and provides training to team members Develops & grows team members skills Attends and participates in related weekly/monthly meetings REQUIRED EXPERIENCE / QUALIFICATIONS 10+ years of Tax experience A bachelor’s degree in accounting or related degree CPA Certified Master’s Degree in Tax or Finance strongly recommended PC literate: basic software applications: Word, Excel, Internet, etc. Experience leading or managing a team TECHNICAL SKILLS MS Office /Windows experience particularly financial modelling and data management in Excel Strong analytical and problem-solving abilities Excellent written and verbal communication skills Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Accounting/Auditing Industries Financial Services and Accounting Referrals increase your chances of interviewing at Creative Planning by 2x Sign in to set job alerts for “Tax Director” roles. Senior Counsel, Tax & Mergers and Acquisitions Lead Minneapolis, MN $126,700.00-$190,100.00 1 week ago St Paul, MN $184,000.00-$244,000.00 2 weeks ago Tax Director - Mergers & Acquisitions (Private Equity) Minneapolis, MN $120,000.00-$300,000.00 1 week ago Minneapolis, MN $130,000.00-$165,000.00 3 days ago Tax Managing Director, Core Tax Services Minneapolis, MN $170,000.00-$335,000.00 1 week ago Director, Applied Research – Corporates Tax & Trade Americas Tax Technology Group - Business Analyst - Manager (SAP Implementation) Senior Tax Manager - Passthroughs (REMOTE) Minneapolis, MN $170,000.00-$200,000.00 1 week ago Minneapolis–Saint Paul, WI $130,000.00-$195,000.00 1 week ago Minneapolis, MN $150,000.00-$200,000.00 5 days ago Minneapolis, MN $130,000.00-$195,000.00 2 weeks ago Managing Director of Investment Banking - Wealth Advisory - Minneapolis or Oak Brook Minneapolis, MN $225,000.00-$275,000.00 4 days ago Senior Corporate Tax Manager - ASC 740 Provisions! Minneapolis, MN $100,000.00-$275,000.00 1 day ago Tax Senior Manager-Financial Services - Global Compliance and Reporting - Real estate-EDGE Minneapolis, MN $112,400.00-$256,900.00 1 week ago Tax Senior Manager - Global Trade Advisory Sr. Project Manager, CoCounsel for Tax, Audit and Accounting Eagan, MN $99,400.00-$184,600.00 2 weeks ago Tax Senior Manager, Core Tax Services - Pass-Through Entities Minneapolis, MN $120,000.00-$205,000.00 6 days ago Manager, Corporate Tax: Banking/Insurance/Investment - (Remote Option) Tax Senior Manager, State and Local Tax - Credits & Incentives Minneapolis, MN $95,000.00-$250,000.00 6 days ago Minneapolis, MN $124,200.00-$227,800.00 1 week ago Tax Services Manager - Financial Services - Customer Tax Operations and Reporting - EDGE Minneapolis, MN $102,100.00-$187,000.00 1 week ago Tax Senior Manager-Financial Services-Wealth and Asset Management Client Delivery Services-EDGE Minneapolis, MN $131,400.00-$300,200.00 2 days ago Minneapolis, MN $120,000.00-$160,000.00 1 week ago Greater Minneapolis-St. Paul Area $110,000.00-$130,000.00 5 days ago Minneapolis, MN $130,000.00-$140,000.00 1 week ago Minneapolis, MN $98,300.00-$266,000.00 5 days ago Minneapolis–Saint Paul, WI $125,000.00-$165,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr