TAX DIRECTOR - (CREDITS AND INCENTIVES)
Company: BerganKDV
Location: Minneapolis
Posted on: October 16, 2024
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Job Description:
DescriptionOB SUMMARY -The Creative Planning Business Services
Tax Manager provides high quality tax services to all external
clients, executes on engagement scheduling, and is an active
participant in identifying areas of process improvement while
being?a leader in the firm's CPA Services Department. The Tax
Manager plans, supervises, and performs reviews for all levels of
business & individual returns while ensuring our clients experience
excellent service through their deep technical knowledge and
advanced business development skills.?? -JOB DUTIES -Manages full
client relationship of client group, client expectations, and
workflow -Brings tax savings opportunities to clients -Engages in
client discussions about strategic tax topics -Provides timely &
accurate responses to clients -Strives for an advisory relationship
in every client interaction, always seeking opportunities for
clients to further their business goals -Develop?and execute a
networking?strategy to meet?new?prospects?and maintain?an?industry
focus -Provides open communication to all staff to promote a
positive learning environment -Effectively communicates work
expectations to staff & management team? -Demonstrates complete
knowledge for firm policies on financial matters: billing, AR,
budgets, time reporting, engagement, & profitability
-Maintains?current knowledge?on accounting standards?and provides
training to team members? -Attends and participates
in?related?weekly/monthly meetings?? -Effectively manage multiple
deadlines? -REQUIRED EXPERIENCE / QUALIFICATIONS -8+ years of Tax
experience? -A bachelor's?degree?in accounting or related degree?
-CPA Certified? -Master's Degree in Tax or Finance strongly
recommended? -PC literate: basic software applications: Word,
Excel, Internet, etc.? -Experience leading or managing a team??
-TECHNICAL SKILLS -MS Office /Windows experience particularly
financial modelling and data management in Excel - -Strong
analytical and problem-solving abilities -Excellent written and
verbal communication skills -RequirementsEmployee Type: Full Time
Salaried
Keywords: BerganKDV, Eden Prairie , TAX DIRECTOR - (CREDITS AND INCENTIVES), Accounting, Auditing , Minneapolis, Minnesota
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