JOB SUMMARY
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 firms 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 projectionsDelivers full range of tax servicesStrengthens center of influence relationships & asks for referralsManages full client relationship of client group, client expectations, and workflowDevelops internal CPE contentEngages in client discussions about strategic tax topicsProvides timely & accurate responses to clientsStrives for an advisory relationship in every client interaction, always seeking opportunities for clients to further their business goalsDevelopand execute a networkingstrategy to meetnewprospectsand maintainanindustry focusProvides open communication to all staff to promote a positive learning environmentEffectively communicates work expectations to staff & management teamDemonstrates complete knowledge for firm policies on financial matters: billing, AR, budgets, time reporting, engagement, & profitabilityMaintainscurrent knowledgeon accounting standardsand provides training to team membersDevelops & grows team members skillsAttends and participates inrelatedweekly/monthly meetingsEffectively manage multiple deadlines

REQUIRED EXPERIENCE / QUALIFICATIONS
10+ years of Tax experienceA bachelorsdegreein accounting or related degreeCPA CertifiedMasters Degree in Tax or Finance strongly recommendedPC 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