Creative Planning · 2 days ago
Tax Director
Waterloo, IA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expCreative Planning is an independent wealth management firm that provides business consulting, tax, financial, and other professional services. The Tax Director plays a key leadership role in managing the firm’s income tax engagements, ensuring high-quality service delivery and client satisfaction while mentoring staff and driving business development.
ConsultingFinancial Services
Hiring Manager
Aubri Heitmann
Responsibilities
Lead the preparation, review and delivery of complex tax returns and advisory work, ensuring technical accuracy
Participate in internal inspections or quality reviews as assigned
Demonstrate timeliness and compliance with firm policies on financial matters: billing, accounts receivable, budgets, time reporting, engagement, and profitability and hold the team accountable to these standards
Implement and uphold quality management processes within the team
Stay current with tax laws and regulations; communicate updates effectively to the team
Provide technical guidance to staff and assist in resolving moderate-to-complex tax issues
Participate in developing internal CPE content
Serve as the primary contact for a portfolio of key clients, managing communication and expectations
Support client relationship-building initiatives through regular check-ins and value-add touchpoints to maintain a high level of client retention
Assist in onboarding new clients and defining engagement scope and deliverables
Operate with a client-first mentality to exceed client expectations and generate referrals
Deliver proactive tax planning advice aligned with client goals and risk profiles
Monitor deadlines and keep clients informed of engagement progress and key milestone dates
Address client questions and concerns promptly and escalate complex matters to the Managing Director when needed
Collaborate with client accounting, audit, advisory, and other teams to deliver integrated service
Manage a portfolio of complex tax engagements, ensuring deadlines, budgets, and quality standards are met
Oversee day-to-day tax engagement execution to ensure quality, timeliness, and budget compliance
Identify operational challenges and suggest process improvements
Develop and implement engagement budgets, workplans, pricing structures and assist with resource allocation
Ensure team compliance with firm processes and use of technology tools and support implementation of new software, automation tools, and workflow efficiency
Lead regular production meetings and manage workload distribution to leverage work appropriately, monitor engagement progress and resolve bottlenecks
Achieve personal and assist with the team’s growth goals
Model a growth mindset by providing referrals to other Creative Planning services
Develop and execute a personal brand strategy to identify opportunities within new and existing client relationships
Support business development initiatives, including pitches and proposals
Represent Creative Planning at community and industry events
Maintain a professional network with center of influence relationships, actively seeking, making, and exchanging referrals
Mentor staff on how to identify growth opportunities and enhance client relationships
Collaborate with others on content creation (e.g., articles, webinars) that enhance the firm’s reputation
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
Lead with a disposition of optimism and encouragement by being a role model and mentor team members
Help team members achieve their goals through training, coaching and development
Foster a supportive, respectful, and collaborative team environment and atmosphere that attracts and retains top talent
Provide clear, timely, and respectful feedback to team members at all levels
Drive purpose, connection, and meaning in the work while managing the team’s work-life harmony
Qualification
Required
Active CPA Certification
10+ years of Tax experience including a strong track record of working with closely held business entities
Demonstrated expertise in complex tax compliance, planning, and advisory
Bachelor's degree in accounting or related degree
History of signing income tax returns of complexity while meeting quality standards
Strong technical knowledge of complex tax matters, including understanding and application of IRS and State tax codes
Proficient in Microsoft Office Suite
Familiarity with tax software, project management tools, and emerging technologies
Excellent analytical skills and problem-solving abilities
Proven experience in leadership, team building, and communication skills
Company
Creative Planning
Creative Planning is exclusive because their strategy for designing your investment portfolio is different.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
TPGGeneral Atlantic
2024-09-30Private Equity
2020-02-09Seed
Leadership Team
Peter Mallouk
President & Chief Executive Officer
Recent News
2026-01-19
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-18
2026-01-15
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