Title:Tax SupervisorLocation:Any Location/Hybrid/RemoteOVERVIEWBerganKDV 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 and advisory services for business and institutions. This is a unique opportunity to join a top tier firm paving the way for unparalleled client and team member experiences.JOB SUMMARYThe Tax Supervisor will provide complex tax preparation, review, and ancillary services to the Creative Planning Business Services tax practice, while participating in activities of the Firm outside of the tax practice.JOB DUTIESDeliver a full range of tax services in compliance with laws and regulations in a timely mannerPrepare and review complex tax returnsAct as a resource for staff and senior accountants, provide feedback and offer guidance and directionSupervise projects for some clientsBuild relationships and interact with clients to provide excellent planning, consulting, and expertiseProvide innovative tax planning and review complex income tax returnsIdentify and mitigate tax risksManage tax provision and tax compliance processImprove processes by developing or implementing best practicesBuild in-depth knowledge of key client industries by looking for opportunities, joining industry organizations, and developing a targeted potential client poolEnhance existing client relationships and actively seek to develop beneficial new relationships with potential clients and referral sourcesRemain current with federal and state tax law changesCommunicate with engagement team to relay status of projectsManage tax projects and provide feedback to Tax Staff and SeniorsAssist in firm administrative functionsRecognize opportunities to provide additional services to existing clientsTake appropriate responsibility for understanding time budgets on projects, when to communicate challenges to completion within budget expectations, and setting budgets while holding others accountable for meeting budgetREQUIRED EXPERIENCE / QUALIFICATIONSEducation: BA or BS in Accounting or related degreeExperience and/or Training: 5+ years tax experienceLicenses/Certificates: Driver's license, CPA certificationTechnology/Equipment: Computer skills including Microsoft Office and database management; PC literate in software applications i.e. Word, Excel, Internet, etc. and experience in the operation of office equipment/machinesTECHNICAL SKILLSMS Office /Windows experience particularly financial modelling and data management in ExcelStrong analytical and problem-solving abilitiesExcellent written and verbal communication skillsEXPLORE THE WORKPLACE OF THE FUTURETogether, we are building the nation's preeminent wealth and business advisory practice, by providing a comprehensive suite of services that support and empower individuals, families, institutions and businesses. Our values drive our decisions, and our passion is putting our clients at the center of everything we do.Creative Planning Differentiators:Day One Benefits EnrollmentGrowth PotentialClose-Knit Collaborative TeamMentor ProgramEmployee Referral RewardsBENEFITS THAT GO BEYONDWe are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.Creative Planning is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
