Tax Staff

The Tax Staff is responsible for duties including but not limited to organizing & coordinating client’s data for the accurate, timely completion of business and individual tax returns. Assisting with providing tax preparation and ancillary services to the Creative Planning Business Services tax practice.

• Responsible for the preparation of individual, corporation, partnership, fiduciary and other tax returns under supervision.
• Prepares basic work papers, including clear and concise documentation.
• Keeps current on and applies basic accounting standards and education.
• Effectively follows instruction and meets time budgets and deadlines for assigned areas and projects.
• Understands and adheres to client confidentiality standards.
• Develops open and cordial oral and written communication with appropriate client personnel to facilitate good relations and exceptional client service.
• Develops basic understanding of client's business to identify issues and provide constructive service suggestions.
• Develops understanding of service offerings within, and across lines of service to identify opportunities to meet client’s needs.
• Actively seek opportunities to join business development meetings to learn more about client advisory and foster internal and external relationships. to meet client's needs.
• Support the growth and professional development of yourself and your Creative Planning teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities.
• Communicate effectively with your team striving for open and honest dialogue in all interactions.

• Bachelor’s degree in accounting or related field of study
• CPA certification in process preferred
• Excellent interpersonal skills
• Strong written and verbal communication skills
• Strong analytical, teamwork and organizational skills
• Integrity, maturity, dependability, a positive attitude and a strong work ethic
• PC proficiency, including spreadsheet, word processing and presentation software applications
• Analytical skills with high detail orientation
• Research and understand professional frameworks, standards and guidance
• Technology and tools best practices including tax software

• MS Office / Windows experience particularly financial modelling and data management in Excel
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills

Salary Range: $65,000 - $70,000