Tax Associate

5 days ago


St Cloud, United States BerganKDV Full time
Description

JOB SUMMARY

The Tax Associate is responsible for duties including but not limited to organizing & coordinating client's data for the accurate, timely completion of business and individual tax returns. Assisting with providing tax preparation and ancillary services to the Creative Planning Business Services tax practice.

JOB DUTIES
  • Responsible for the preparation of individual, corporation, partnership, fiduciary and other tax returns under supervision.
  • Prepares basic work papers, including clear and concise documentation.
  • Keeps current on and applies basic accounting standards and education.
  • Effectively follows instruction and meets time budgets and deadlines for assigned areas and projects.
  • Understands and adheres to client confidentiality standards.
  • Develops open and cordial oral and written communication with appropriate client personnel to facilitate good relations and exceptional client service.
  • Develops basic understanding of client's business to identify issues and provide constructive service suggestions.
  • Develops understanding of service offerings within, and across lines of service to identify opportunities to meet client's needs.
  • Actively seek opportunities to join business development meetings to learn more about client advisory and foster internal and external relationships. to meet client's needs.
  • 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
REQUIRED EXPERIENCE / QUALIFICATIONS
  • Bachelor's degree in accounting or related field of study
  • CPA certification in process preferred
  • 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

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

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.
  • Tax Associate

    1 day ago


    St. Louis, United States Jobot Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Tax Associate to join our dynamic team at Jobot. This is a remote position that requires a candidate with a strong background in taxation, including experience with individual, corporate, partnerships, gifts, trusts, and/or estates.Key ResponsibilitiesPrepare and review tax returns for...

  • Tax Associate

    4 days ago


    Saint Cloud, Minnesota, United States BerganKDV Full time

    Job SummaryThe CPA Services Tax Staff Accountant is a key member of the BerganKDV team, responsible for delivering high-quality tax services to clients. This role offers a unique opportunity to work on a variety of tax engagements, develop expertise in different industries, and contribute to the growth and success of the company.Key ResponsibilitiesPrepare...

  • Tax Associate

    3 months ago


    St Paul, United States Olsen Thielen & Co., LTD Full time

    Olsen Thielen & Co., Ltd., a progressive 100+ year old company, our offices are located in Roseville & Eden Prairie, MN is seeking talented, enthusiastic individuals to join our team. OTCO's culture as a mid-size firm allows for multiple opportunities and professional growth. We practice the 5 C's (caring, committed, continuous improving, confident and...

  • Senior Tax Associate

    10 hours ago


    St. Louis, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Tax Associate to join our team at Jobot. As a Senior Tax Associate, you will play a key role in leading and managing our tax department, ensuring accuracy and compliance with all tax regulations.Key ResponsibilitiesCo-Lead and manage the tax department, overseeing the preparation and...


  • St Louis, Missouri, United States RSM Global Full time

    At RSM Global, we pride ourselves on being the foremost provider of professional services tailored for the middle market worldwide. Our mission is to foster confidence amidst change, enabling our clients and team members to achieve their utmost potential. Our remarkable workforce is the cornerstone of our unique, inclusive culture and exceptional talent...

  • 2025 Tax Associate

    2 weeks ago


    St Paul, United States Redpath CPAs Full time

    Tax Associate October 2025 At Redpath and Company, our strength is our people. We believe in our employees and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth- both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide incredible upward mobility...


  • St Louis, Missouri, United States RSM Global Full time

    About the RoleWe are seeking a highly skilled State and Local Tax Associate to join our team at RSM Global. As a key member of our tax team, you will play a critical role in providing exceptional service to our clients.Key ResponsibilitiesIntegrate state and local tax services with existing clients to ensure seamless delivery of tax solutions.Conduct tax...


  • St. Louis, United States Jobot Full time

    Jobot is looking for a skilled Trust & Estates Associate Attorney to enhance our legal teamThis position is hosted by: Erika TeerCompensation: $100,000 - $150,000 annuallyAbout Us:We are a prestigious AM Law 200 law firm in search of a knowledgeable Trust & Estates Associate Attorney to join our esteemed practice.Benefits of Joining Us:Comprehensive medical...

  • Tax Consultant

    1 week ago


    Saint Cloud, Minnesota, United States BerganKDV Full time

    Position Overview:BerganKDV is a prominent firm that partners with financial advisors to deliver comprehensive tax advisory and compliance solutions. The Tax Associate plays a crucial role in assisting Tax Managers and Directors in the preparation of client deliverables. This position involves the initial drafting of assigned tax returns and projections,...

  • Tax Consultant

    2 weeks ago


    Saint Cloud, Minnesota, United States BerganKDV Full time

    Position Overview:BerganKDV is a prominent firm that partners with financial advisors to deliver tax advisory and compliance solutions. The Tax Associate works closely with Tax Managers and Directors to assist in the preparation of client deliverables. This role involves the preliminary preparation of assigned tax returns and projections, addressing...

  • Tax Consultant

    2 weeks ago


    Saint Cloud, Minnesota, United States BerganKDV Full time

    Position Overview:BerganKDV is a prominent firm that partners with financial advisors to deliver tax advisory and compliance solutions. The Tax Associate works closely with Tax Managers and Directors to assist in the development of client deliverables. This role involves the preliminary preparation of all assigned tax returns and projections, addressing...

  • Corporate Associate

    6 days ago


    St Louis, Missouri, United States UB Greensfelder LLP Full time

    Job OpportunityJob Title: Corporate Associate - Tax TransactionsJob Summary:UB Greensfelder LLP is a full-service law firm that provides customized legal solutions to regional, national, and global businesses. We are seeking an associate attorney to join our Business Services Practice Group in our St. Louis office, focusing on corporate transactions,...


  • St. Louis, United States Jobot Full time

    Senior Tax Consultant - Emphasizing work-life balance, a supportive culture, and ample PTOThis opportunity is presented by Jobot.About Us:We are a top-tier IPA firm dedicated to fostering an environment where creativity and purpose thrive. Our team is seeking a Senior Tax Consultant who is eager to contribute to a dynamic and innovative workplace. We pride...

  • Tax Senior Associate

    2 weeks ago


    St Paul, United States Baker Tilly Full time

    Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a...

  • Tax Professional

    5 days ago


    St Petersburg, United States H&R Block Full time

    About the RoleH&R Block is seeking a highly skilled Tax Associate to join our team. As a Tax Associate, you will be responsible for conducting tax interviews with clients, preparing accurate tax returns, and generating business growth.Key ResponsibilitiesConduct tax interviews with clients to gather necessary information for tax returnsPrepare and review tax...

  • Tax Specialist

    2 weeks ago


    St Petersburg, United States Raymond James Full time

    Position Overview:In this role, you will operate under general oversight, applying your specialized expertise in tax accounting and preparation acquired through education and experience. Your primary responsibility will be to conduct thorough research and ensure adherence to Internal Revenue Service (IRS) and state regulations. You will analyze the tax...

  • Tax Accountant

    17 hours ago


    St Louis, Missouri, United States SPECTRUM Full time

    About the RoleWe are seeking a highly skilled Tax Accountant to join our Corporate Tax team at Spectrum. As a key member of our team, you will be responsible for preparing and reviewing federal, state, and local tax compliance for multiple entities.Key ResponsibilitiesPrepare and review tax returns and associated work papersAnalyze and interpret tax laws and...

  • Tax Manager

    3 days ago


    St. Louis, United States Jobot Full time

    About UsAt Jobot, we are a professional services firm that offers a range of services, including tax management, accounting, assurance, and advisory, as well as litigation support and forensic accounting. Our team of experts has years of experience serving individuals and businesses across various industries.Why Choose UsWe offer a flexible work environment...


  • St Cloud, United States Gallagher Full time

    Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Tax Consultant

    2 weeks ago


    St Petersburg, United States Spoor Bunch Franz Full time

    Position OverviewThe Tax Associate at Spoor Bunch Franz will play a crucial role in managing and executing various tax-related responsibilities. This position requires a detail-oriented individual who can effectively navigate our firm's software and demonstrate a solid understanding of tax regulations.Key ResponsibilitiesSoftware Proficiency: Gain expertise...