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
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