What are the responsibilities and job description for the Tax Manager position at BerganKDV?
Description
JOB SUMMARY
The Creative Planning Business Services Tax Manager provides high quality tax services to all external clients, executes on engagement scheduling, and is an active participant in identifying areas of process improvement while being a leader in the firm's CPA Services Department. The Tax Manager plans, supervises, and performs reviews for all levels of business & individual returns while ensuring our clients experience excellent service through their deep technical knowledge and advanced business development skills.
JOB DUTIES
- Manages full client relationship of client group, client expectations, and workflow
- Brings tax savings opportunities to clients
- 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
- Attends and participates in related weekly / monthly meetings
- Effectively manage multiple deadlines
REQUIRED EXPERIENCE / QUALIFICATIONS
TECHNICAL SKILLS
