Tax Director

Job--05-CPBS-Tax-Director-Bloomington

Location:

Bloomington, MNSalary: $150,000 - $215,000

Source:  Director

Location:

Bloomington, MNJOB SUMMARY The Creative Planning Business Services Tax Director plays a key leadership role in-quality service delivery, client satisfaction, team development, operational excellence and practice growth. Working closely with the Tax Managing Director, the Tax Director oversees complex engagements,drives business development and mentors staff to maintain strong client relationships anduphold the firms culture.

JOB DUTIESQUALITYLead 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

Implement and uphold quality management processes within the team.

Stay current with tax laws and regulations; communicate updates effectively to theteam.

Provide technical guidance to staff and assist in resolving moderate-to-complex taxissues.

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.

-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 Collaborate with client accounting, audit, advisory, and other teams to deliver integrated service.

PRODUCTION 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, andbudget compliance.

Identify operational challenges and suggest process improvements.

Develop and implement engagement budgets, workplans, pricing structures andassist 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.

GROWTH & BRAND Achieve personal and assist with the teams 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 newand 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 firms reputation.

CULTURE Model Creative Planning values.

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

Lead with a disposition of optimism and encouragement by being a role model andmentor team members.

Help team members achieve their goals through training, coaching and development.

Foster a supportive, respectful, and…