Tax Director

JOB SUMMARY
The Creative Planning Business Services Tax Director plays a key leadership role in
managing the firm’s income tax engagements, ensuring high-quality service delivery, client
satisfaction, team 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 firm’s culture.

JOB DUTIES
QUALITY
• Lead the preparation, review and delivery of complex tax returns and advisory work,
ensuring 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.
• Implement and uphold quality management processes within the team.
• Stay current with tax laws and regulations; communicate updates effectively to the
team.
• Provide technical guidance to staff and assist in resolving moderate-to-complex tax
issues.
• Participate in developing internal CPE content.

CLIENT EXPERIENCE
• Serve as the primary contact for a portfolio of key clients, managing communication
and expectations.
• Support client relationship-building initiatives through regular check-ins and valueadd 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 key
milestone dates.
• Address client questions and concerns promptly and escalate complex matters to
the Managing Director when needed.
• Collaborate with client accounting, audit, advisory, and other teams to deliver
integrated service.

PRODUCTION
• Manage 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, and
budget compliance.
• Identify operational challenges and suggest process improvements.
• Develop and implement engagement budgets, workplans, pricing structures and
assist 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 leverage
work appropriately, monitor engagement progress and resolve bottlenecks.

GROWTH & BRAND
• Achieve personal and assist with the team’s 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 new
and 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 firm’s reputation.

CULTURE
• Model Creative Planning values.
• Provide and ensure open communication with all team members to promote a
positive learning environment that focuses on trust, transparency, and
accountability.
• Lead with a disposition of optimism and encouragement by being a role model and
mentor 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 team’s
work-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
• Bachelor’s degree in accounting or related degree

TECHNICAL SKILLS
• History of signing income tax returns of complexity while meeting quality standards
• Strong technical knowledge of complex tax matters, including understanding and
application of IRS and State tax codes
• Proficient in Microsoft Office Suite
• Familiarity with tax software, project management tools, and emerging technologies
• Excellent analytical skills and problem-solving abilities
• Proven experience in leadership, team building, and communication skills

Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.