Tax Director

Location: Shawnee Mission

Job--07-CPBS-Tax-Director-KC

Location:

Overland Park, KSSource:  Director

Location:

Overland Park, KSJOB SUMMARY The Creative Planning Tax Director plays a key leadership role in managing the firms incometax engagements, ensuring high-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 and uphold the firmsculture.

JOB DUTIESQUALITYensuring 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.

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 keymilestone dates.

Address client questions and concerns promptly and escalate complex matters tothe Managing Director when needed.integrated service.

PRODUCTIONManage 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 leveragework appropriately, monitor engagement progress and resolve bottlenecks.

GROWTH & BRANDAchieve 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.

CULTUREModel 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 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 teamswork-life harmony.

REQUIRED EXPERIENCE / QUALIFICATIONS 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

Bachelors…