Virtual CFO

Are you a motivated individual with a passion for helping people and a tendency to have some fun doing it? Then, we think we just might be a better team with you on it. WHO WE ARE AND WHAT WE DO BerganKDV has provided innovative yet practical solutions ... OVERVIEW BerganKDV recently joined Creative Planning, a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate pla... Position Overview: The BerganKDV Tax Senior works to provide excellent tax preparation services in all client engagements, participates in engagement scheduling and is an active participant in identifying areas of process improvement. The Tax Senior is ... Job Summary: The primary goal of the Brand Ambassador is to make an amazing first impression for prospective clients wanting to get more information about Creative Planning. The Brand Ambassador will manage inbound email and phone calls from prospective... Title: Tax Supervisor Location: Any Location/Hybrid/Remote OVERVIEW BerganKDV recently joined Creative Planning, one of the nation’s top independent wealth management and investment advisory firms, also providing a comprehensive suite of consulting, tax... OVERVIEW BerganKDV recently joined Creative Planning, a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate pla... Job Summary: The primary responsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for a... Job Summary The Tax Manager works with Tax Directors to assist in preparing & reviewing client deliverables. The Manager will be responsible for initial review of tax returns and projections, responses to government inquiries and assisting wealth manage... Job Summary: Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services. The Tax Senior Associate works with Tax Managers & Directors to assist in prepa... Job Summary: The primary responsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for a... Job Summary The Tax Manager works with Tax Directors to assist in preparing & reviewing client deliverables. The Manager will be responsible for initial review of tax returns and projections, responses to government inquiries and assisting wealth manage... Job Summary: Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services. The Tax Senior Associate works with Tax Managers & Directors to assist in prepa... OVERVIEW BerganKDV recently joined Creative Planning, a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate pla... JOB SUMMARY Creative Planning’s Staff Accountant is responsible for assisting the Controller in maintaining timely and accurate bookkeeping of cash activity. In addition, the Staff Accountant will assist in both the payables and receivables processes fo... Position Overview: The Payroll Support Specialist helps to ensure that the needs of customers are being satisfied, providing excellent customer service by resolving client issues via phone or email, within the current SLA timelines. In this role you’ll ... Job Summary The Tax Manager works with Tax Directors to assist in preparing & reviewing client deliverables. The Manager will be responsible for initial review of tax returns and projections, responses to government inquiries and assisting wealth manage... Job Summary: Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services. The Tax Senior Associate works with Tax Managers & Directors to assist in prepa... Position Overview: The Payroll Support Specialist helps to ensure that the needs of customers are being satisfied, providing excellent customer service by resolving client issues via phone or email, within the current SLA timelines. In this role you’ll ... Job Summary: The primary responsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for a... OVERVIEW BerganKDV recently joined Creative Planning, a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate pla...

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