What are the responsibilities and job description for the Tax Director position at BerganKDV, LTD?
JOB SUMMARY
The Creative Planning Business Services Tax Director provides high quality tax services to all external clients, executes on engagements, and is a strong leader in the firm’s CPA Services Team. The Tax Director delivers a full range of specialized tax, compliance, and consulting services. Building strong client relationships to be a valued partner for our clients.
JOB DUTIES
- Signs all levels of tax returns and projections
- Delivers full range of tax services
- Strengthens ‘center of influence’ relationships & asks for referrals
- Manages full client relationship of client group, client expectations, and workflow
- Develops internal CPE content
- Engages in client discussions about strategic tax topics
- Provides timely & accurate responses to clients
- Strives for an advisory relationship in every client interaction, always seeking opportunities for clients to further their business goals
- Develop and execute a networking strategy to meet new prospects and maintain an industry focus
- Provides open communication to all staff to promote a positive learning environment
- Effectively communicates work expectations to staff & management team
- Demonstrates complete knowledge for firm policies on financial matters: billing, AR, budgets, time reporting, engagement, & profitability
- Maintains current knowledge on accounting standards and provides training to team members
- Develops & grows team members skills
- Attends and participates in related weekly/monthly meetings
- Effectively manage multiple deadlines
REQUIRED EXPERIENCE / QUALIFICATIONS
- 10 years of Tax experience
- A bachelor’s degree in accounting or related degree
- CPA Certified
- Master’s Degree in Tax or Finance strongly recommended
- PC literate: basic software applications: Word, Excel, Internet, etc.
- Experience leading or managing a team
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
