Creative Planning
Tax Supervisor (Finance)
REQUIRED EXPERIENCE / QUALIFICATIONS
A bachelors degree in accounting or related field of study or masters degree in taxationCPA certification; highly preferred4+ years of professional services experience with a record of high achievement a plusExcellent interpersonal skillsStrong written and verbal communication skillsStrong analytical, teamwork and organizational skillsIntegrity, maturity, dependability, a positive attitude and a strong work ethicPC proficiency, including spreadsheet, word processing and presentation software applicationsAnalytical skills with high detail orientationResearch and understand professional frameworks, standards and guidanceTechnology and tools best practices including tax softwareQuality controlRisk assessment, analysis and managementMeasurement analysis and interpretationBuild authentic relationships with clients through all interactions. Work to identify areas where Creative Planning can further their business and goals.Actively seek opportunities to join business development meetings with the goal to build strong relationships and drive new client projects and revenue.Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement.Be a resource for other members of the tax team. This may include technical training and providing feedback on client engagements.Support the growth and professional development of yourself and your Creative Planning teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities.Communicate effectively with your team striving for open and honest dialogue in all interactions.