Tax Director

4 weeks ago


Omaha, Nebraska, United States BerganKDV Full time

Job Summary:

The Tax Director will provide strategic advice to clients, prepare tax returns, and answer questions in a timely manner. This role is ideal for a tax professional who enjoys client service and wants to work in a dynamic environment.

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 Director will work directly with clients to prepare and deliver income tax returns, as well as consult on any questions or planning with the wealth managers.

This role offers a great work/life balance, autonomy, and the chance to work directly with a wide variety of clients. The tax department is a fun group of driven and dedicated professionals.

Key Responsibilities:

  • Reviews and finalizes tax returns for a large volume of tax clients, including individuals, trusts, and businesses
  • Responsible for clear and concise communication with clients on all matters, including delivery of income tax returns
  • Responsible for timely and accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients
  • Maintains accurate lists of returns in CRM, including status, fee, collections, etc.
  • Stays up to date on tax law changes and is able to communicate the effects of the law changes to clients

Requirements:

  • 4 years of public accounting experience
  • CPA License

Preferred Qualifications:

  • Master's Degree in income taxation
  • Experience with high-net worth individuals and/or trusts
  • Experience handling a large volume of returns/clients

Technical Skills:

  • Understanding and previous use of Windows 10
  • Proficiency in MS Excel and Word
  • Ability to quickly learn and adapt to new systems and technology
  • Previous use of ProSystem Fx or CCH Axcess Tax preferred, but not required

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