Position Overview:
The BerganKDV Tax Senior works to provide excellent tax preparation services in all client engagements, participates in engagement scheduling and is an active participant in identifying areas of process improvement. The Tax Senior is focused on increasing technical skills, providing tax preparation, review, and ancillary services to the BerganKDV tax practice, while beginning to explore opportunities to assist the firm outside of the tax practice.
Responsibilities:
- Performs diversified tax assignments, planning and scheduling of client engagements under the direction of the engagement team.
- Keeps current on and applies basic accounting standards and education.
- Effectively follows instruction and meets time budgets and deadlines for assigned areas, projects and overall assignments.
- Understands and adheres to client confidentiality standards; demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner.
- 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 tax associates and interns. This may include technical training and providing feedback on client engagements.
- Support the growth and professional development of yourself and your BerganKDV 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 bachelor’s degree in accounting or related field of study.
- CPA certification in process.
- 2+ years of professional services experience with a record of high achievement a plus.
- Excellent interpersonal skills.
- Strong written and verbal communication skills.
- Strong analytical, teamwork and organizational skills.
- Integrity, maturity, dependability, a positive attitude and a strong work ethic.
- PC proficiency, including spreadsheet, word processing and presentation software applications.
- Analytical skills with high detail orientation.
- Research and understand professional frameworks, standards and guidance.
- Knowledge of technology and tools best practices including tax software.
- Quality control.
- Risk assessment, analysis and management.
- Measurement analysis and interpretation.
Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
Creative Planning (formerly BerganKDV) Differentiators:
- Growth Potential
- Close-Knit Collaborative Team
- Mentor Program
- Employee Referral Rewards
- Comprehensive Benefits Package
- Customized Career Path
- Open Door Leadership Style
Benefits That Go Beyond:
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being.
Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
