Tax Senior Professional
2 months ago
Job Summary:
The Tax Senior is a key member of the tax practice at Creative Planning, responsible for delivering exceptional tax preparation, review, and ancillary services to clients. This role involves participating in engagement scheduling, identifying areas of process improvement, and increasing technical skills while exploring opportunities to contribute to the firm's growth outside of the tax practice.
Key Responsibilities:
• Perform diversified tax assignments, planning, and scheduling of client engagements under the direction of the engagement team.
• Stay current on and apply basic accounting standards and education to ensure high-quality services.
• Effectively follow instructions and meet time budgets and deadlines for assigned areas, projects, and overall assignments.
• Understand and adhere to client confidentiality standards, demonstrating awareness of the firm's risk management policies and procedures, and identifying and referring ethical, independence, and conflict issues to the manager and/or partner.
• Actively seek opportunities to join business development meetings to build strong relationships and drive new client projects and revenue.
• Explore industry specialization and industry-focused service, including attending peer group meetings or industry organization involvement.
• Serve as a resource for tax associates and interns, providing technical training and feedback on client engagements.
• Support the growth and professional development of yourself and your Creative Planning teammates by participating in company-sponsored training, CPE courses, internal committees, and mentorship opportunities.
• Communicate effectively with your team, striving for open and honest dialogue in all interactions.
Requirements:
• A bachelor's degree in accounting or a related field of study.
• CPA certification preferred.
• 2+ years of professional services experience with a record of high achievement a plus.
• 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.
• Knowledge of technology and tools best practices, including tax software.
• Quality control.
• Risk assessment, analysis, and management.
• Measurement analysis and interpretation.
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