About this opportunity
Creative Planning lists this Tax Director - Construction opportunity in waterloo, Iowa. Review the employer’s description below for duties, qualifications and application requirements.
Job description
The Creative Planning Business Services Tax Director plays a key leadership role focusing on the Construction and Real Estate Industry, providing strategic leadership and direction with responsibility for quality, client experience, team development, retention, and practice growth.
This role requires an experienced and forward-thinking leader with a strong background in the Construction and Real Estate industry to effectively lead and manage complex tax engagements. As a senior leader, this individual serves as a trusted advisor to clients and a key resource to internal teams while delivering technical expertise, proactive tax planning, and consulting services. This individual plays an integral role in mentoring and developing talent, advancing firmwide initiatives aligned with growth, operational excellence, and the firm’s cultural values.
JOB DUTIES
QUALITY
Serve as a trusted tax advisor to the Construction and Real Estate industry clients, including general contractors, developers, subcontractors, and related industries, delivering strategic, proactive and practical tax guidance, advice, and compliance.
Ensure the execution of high-quality client engagements for technical accuracy and completeness with reasonable delivery expectations for themselves and team
Lead initiatives to maintain firm compliance with professional standards, IRS, state regulations, and internal policies
Demonstrate timeliness and complete knowledge of firm policies on financial matters: billing, accounts receivable, budgets, time reporting, engagement, and profitability and holds the team accountable to these standards
Enforce compliance with tax quality management processes, including internal inspections and required technical consultations
Stay current on tax law changes and industry trends impacting clients
Mentor and train the team on tax law updates, ethical standards, and industry best practices
Participating in developing internal CPE content
CLIENT EXPERIENCE
Serve as the primary contact for a portfolio of key clients, managing communication and expectations
Strive and support others to build and maintain long-term relationships with every client interaction through proactive advisory and communication
Effectively manage client relationships and expectations throughout the engagement and beyond to maintain a high level of client retention
Lead client onboarding, ensuring expectations, scope and communication standards are clearly defined and met
Operate with a client-first mentality to exceed client expectations and generate referrals
Anticipate client needs and proactively recommend tax-saving strategies, risk mitigation tactics, and compliance opportunities
Ensure clients receive timely deliverables and clear insights from tax engagements
Escalate and resolve client concerns quickly, aligning internal resources as needed
Collaborate with client accounting, audit, advisory, and other teams to deliver integrated service
Ability to translate complex tax concepts into actionable client guidance
PRODUCTION
Manage a portfolio of complex tax engagements, ensuring deadlines, budgets, and quality standards are met
Advise clients on Construction and Real Estate industry-specific tax matters and accounting methods such as:Percentage-of-completion vs. completed contract methods
Cost capitalization and UNICAP rules
Lookback interest calculations
Exempt vs non-exempt contracts
Retainage, change orders & claims
WIP schedules and job costing State and local tax considerations, including nexus and apportionment
Balance resource planning with seasonal peaks and staff availability to maximize productivity
Identify tax-saving opportunities and risk areas for clients, providing proactive recommendations
Effectively manage multiple deadlines at once
Lead production planning sessions, coordinating with other departments as appropriate
Review and approve engagement budgets, work plans, and pricing structures
Drive adoption of technologies and processes that improve workflow, review, and collaboration
Ensure team is leveraging work appropriately to team members based on capacity and skill set within your team and across the firm
GROWTH & BRAND
Achieve personal and team growth goals
Model a growth mindset by providing referrals to other Creative Planning services
Ensure the team develops and executes a personal brand strategy to identify opportunities within new and existing client relationships
Generate meaningful revenue for the practice to achieve revenue and growth targets as established
Represent Creative Planning at community and industry events
Support strengthening and building center of influence relationships and ask for and make referrals
Encourage team members to continue to learn and grow in their practice area
Partner with others to craft thought leadership, white papers, and webinars
CULTURE
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 to team members while ensuring other team leaders do the same
Help team members achieve their goals through training, coaching, and development
Foster a supportive 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
12+ years of Tax experience including a strong focus on Construction and Real Estate industry clients
5+ years of direct supervisory experience leading, managing, & developing a team preferred
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
Deep technical knowledge of Construction and Real Estate specific tax regulations and accounting methods
Strong technical income tax ability, including understanding and application of IRS and State tax codes
Experience with multi-entity and multi-state organizations
Proficient in Microsoft Office Suite
Familiarity with tax software, project management tools, and emerging technologies
Strong analytical and problem-solving abilities
Strong leadership, team building, and communication skills
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Worksite address
waterloo, IA, 50702, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.