JOB SUMMARY. The Creative Planning Business Services Tax Manager plays a key role in supervising tax engagements, ensuring technical excellence, on-time delivery, and strong client service. This position focuses on leading staff and seniors on tax compliance and advisory work, reviewing deliverables, resolving routine technical issues and identifying areas for process improvement while being a leader in the firm’s tax department. The Tax Manager ...
JOB SUMMARY. The Creative Planning Business Services Tax Manager plays a key role in supervising tax engagements, ensuring technical excellence, on-time delivery, and strong client service. This position focuses on leading staff and seniors on tax compliance and advisory work, reviewing deliverables, resolving routine technical issues and identifying areas for process improvement while being a leader in the firm’s tax department. The Tax Manager ...
The. Wealth Manager. works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner. JOB DUTIES. Serves as the primary poi...
The primary responsibility of the. Systems Analyst. is to ensure that Creative Planning has first rate reliability and stability and that all the employee’s needs are met quickly to keep everyone operational. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES. Provides user support for Windows workstations, Microsoft Office, and mobile devices. Troubleshoot...
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...
JOB SUMMARY. This position is a top contributor to our employer brand by kicking off a world-class experience for clients and guests when they arrive. In addition, you will provide general office support with a variety of clerical activities and related tasks including answering the phone, formatting, proofing, binding, copying, scanning, filing, mailing, and creating PDFs. This position is seen as a go-to support function for the entire office a...
JOB SUMMARY. The. Tax Staff. is responsible for duties including but not limited to organizing & coordinating client’s data for the accurate, timely completion of business and individual tax returns. Assisting with providing tax preparation and ancillary services to the Creative Planning Business Services tax practice. JOB DUTIES. Responsible for the preparation of individual, corporation, partnership, fiduciary and other tax returns under superv...
JOB SUMMARY. The. Tax Senior. is responsible for items including but not limited to providing excellent tax preparation, review, and ancillary services to the tax practice participating in engagement scheduling, and identifying areas of process improvement. The Tax Senior is focused on increasing technical skills while beginning to explore opportunities to assist the firm outside of the tax practice. JOB DUTIES. Perform diversified tax assignment...
The. Financial Planner. interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruitin...
The. Trust Associate. role will perform a variety of functions within trust operations, using trust systems and other computer applications. The Trust Operations Associate must communicate effectively with a variety of constituents, both internal and external. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES. Schedule incoming or outgoing ACH transactions...
