Tax Director directs and oversees an organization's tax policies and objectives. Monitors reporting and planning to ensure compliance with applicable tax statutes. Being a Tax Director ensures accuracy of tax returns and works to minimize the organization's tax obligations. Requires a bachelor's degree. Additionally, Tax Director typically reports to top management. The Tax Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Tax Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
The primary responsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline for an answer.
Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services.
The Tax Director will work directly with clients to prepare and deliver income tax returns as well as consult on any questions or planning with the wealth managers. They will be responsible for their own group of advisors to support as well as their own book of tax returns to prepare.
The tax department is a fun group of driven and dedicated professionals. We are looking for tax accountants who love client service but don’t like the headaches of a traditional public accounting firm, such as hourly billing and tracking your time. We offer a great work/life balance, autonomy, and the chance to work directly with a wide variety of clients.