BerganKDV
Tax Manager
BerganKDV, Leawood, Kansas, United States,
Description
JOB 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 DUTIESManages full client relationship of client group, client expectations, and workflowBrings tax savings opportunities to clientsEngages in client discussions about strategic tax topicsProvides timely & accurate responses to clientsStrives for an advisory relationship in every client interaction, always seeking opportunities for clients to further their business goalsDevelop?and execute a networking?strategy to meet?new?prospects?and maintain?an?industry focusProvides open communication to all staff to promote a positive learning environmentEffectively communicates work expectations to staff & management team?Demonstrates complete knowledge for firm policies on financial matters: billing, AR, budgets, time reporting, engagement, & profitabilityMaintains?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 ExcelStrong analytical and problem-solving abilitiesExcellent written and verbal communication skills
JOB 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 DUTIESManages full client relationship of client group, client expectations, and workflowBrings tax savings opportunities to clientsEngages in client discussions about strategic tax topicsProvides timely & accurate responses to clientsStrives for an advisory relationship in every client interaction, always seeking opportunities for clients to further their business goalsDevelop?and execute a networking?strategy to meet?new?prospects?and maintain?an?industry focusProvides open communication to all staff to promote a positive learning environmentEffectively communicates work expectations to staff & management team?Demonstrates complete knowledge for firm policies on financial matters: billing, AR, budgets, time reporting, engagement, & profitabilityMaintains?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 ExcelStrong analytical and problem-solving abilitiesExcellent written and verbal communication skills