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Creative Planning · 3 days ago

Tax Manager

Des Moines, IA

Full-time

Onsite

Senior Level

5+ years exp

Creative Planning is an independent wealth management firm that provides business consulting, tax, financial, and other professional services to clients. The Tax Manager plays a key role in supervising tax engagements, ensuring technical excellence, and leading staff on tax compliance and advisory work while maintaining strong client relationships and delivering high-quality service.

ConsultingFinancial Services

Growth Opportunities

Hiring Manager

Aubri Heitmann

Responsibilities

Effectively manage client relationships and expectations throughout the engagement and beyond to maintain a high level of client retention for the Tax Director

Stay updated on tax law changes, ethical standards and industry best practices and mentor and train the team

Implement the firm’s quality control policies in daily work and escalate concerns

Ensure firm compliance with professional standards, internal policies and IRS and state regulations

Serve as a primary point of contact for routine client questions, coordinate timely responses and keep them informed of progress and deadlines

Develop a reputation with clients for reliability, responsiveness, and technical competence

Deliver a full range of tax services and effectively manage multiple deadlines

Engage in client discussions about strategic tax topics and proactively recommend tax-saving strategies, risk mitigation tactics, and compliance opportunities

Collaborate with seniors and staff to lead, assign and supervise work to ensure client deliverables are accurate, timely, and meet expectations

Use tax software and tools effectively, and ensure staff compliance with processes

Monitor engagement budgets and highlight issues early

Demonstrate timeliness and complete knowledge of firm policies on financial matters: billing, accounts receivable, budgets, time reporting, engagement, and profitability

Support the growth and professional development of yourself and your teammates by participating in company sponsored trainings, CPE courses, internal committees, mentorship opportunities and collaborative reviews

Identify opportunities within new and existing client relationships

Model Creative Planning values

Provide and ensure open communication with all team members to promote a positive learning environment that focuses on trust, transparency, and accountability

Qualification

Active CPA CertificationTax experienceCorporate tax knowledgeTax software proficiencyMicrosoft Office SuiteDependabilityWritten communicationVerbal communicationIntegrityPositive attitudeWork ethic