TAX DIRECTOR - (CREDITS AND INCENTIVES)

Company: BerganKDV
Location: Minneapolis
Posted on: October 16, 2024

Job Description:

DescriptionOB 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 -8+ 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 -RequirementsEmployee Type: Full Time Salaried

Keywords: BerganKDV, Minnetonka , TAX DIRECTOR - (CREDITS AND INCENTIVES), Accounting, Auditing , Minneapolis, Minnesota