What are the responsibilities and job description for the Tax associate position at Creative Planning?
Job Summary The CPA Services Tax Staff Accountant is focused on the quality completion of various tax, research and consulting client engagements.
They will have the opportunity to explore various industries and specialties through projects, mentorship and learning and development activities.
Objectives of the role / Key Responsibilities Responsible for the preparation of individual, corporation, partnership, fiduciary and other tax returns under supervision.
Prepares basic work papers, including clear and concise documentation.Keeps current on and applies basic accounting standards and education.
Effectively follows instruction and meets time budgets and deadlines for assigned areas and projects.Understands and adheres to client confidentiality standards.
Develops open and cordial oral and written communication with appropriate client personnel to facilitate good relations and exceptional client service.
Develops basic understanding of client's business to identify issues and provide constructive service suggestions.Develops understanding of service offerings within, and across lines of service to identify opportunities to meet clients needs.
Actively seek opportunities to join business development meetings to learn more about client advisory and foster internal and external relationships.
to meet client's needs.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 Qualifications A bachelors degree in accounting or related field of studyCPA certification in process preferredExcellent interpersonal skillsStrong written and verbal communication skillsStrong analytical, teamwork and organizational skills?
Last updated : 2024-08-17
