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Brand Ambassador
Marketing/PR · Creative Planning · Saint Cloud, MNJob Summary: The primary goal of the Brand Ambassador is to make an amazing first impression for prospective clients wanting to get more information about Creative Planning. TheBrand Ambassadorwill manage inbound email and phone calls from prospec...23 hours ago on EquestTools -
Tax Supervisor
Management & Exec · Creative Planning · Kansas City, MOTitle: Tax Supervisor Location: Any Location/Hybrid/Remote OVERVIEW BerganKDV recently joined Creative Planning, one of the nation's top independent wealth management and investment advisory firms, also providing a comprehensive suite of consultin...23 hours ago on EquestTools -
Senior Tax Associate
Jobs · Creative Planning · Bloomington, MNJob Summary: Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services. The Tax Senior Associate works with Tax Managers & Directors to assist in...6 days ago on EquestTools -
Tax Director
Management & Exec · Creative Planning · Bloomington, MNJob Summary: The primaryresponsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline ...6 days ago on EquestTools -
Tax Manager
Jobs · Creative Planning · Omaha, NEJob Summary The Tax Manager works with Tax Directors to assist in preparing & reviewing client deliverables. The Manager will be responsible for initial review of tax returns and projections, responses to government inquiries and assisting wealth ...6 days ago on EquestTools -
Tax Director
Management & Exec · Creative Planning · Omaha, NEJob Summary: The primaryresponsibilities of the Tax Director is to provide proactive strategic advice to every CPT client in their practice, prepare returns accurately and efficiently and to answer all questions the same day or provide a timeline ...6 days ago on EquestTools -
Tax Manager
Jobs · Creative Planning · Bloomington, MNJob Summary The Tax Manager works with Tax Directors to assist in preparing & reviewing client deliverables. The Manager will be responsible for initial review of tax returns and projections, responses to government inquiries and assisting wealth ...6 days ago on EquestTools -
Senior Tax Associate
Jobs · Creative Planning · Omaha, NEJob Summary: Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services. The Tax Senior Associate works with Tax Managers & Directors to assist in...6 days ago on EquestTools -
Staff Accountant
Accounting/Finance · Creative Planning · Kansas City, MOJOB SUMMARY Creative Plannings Staff Accountant is responsible for assisting the Controller in maintaining timely and accurate bookkeeping of cash activity. In addition, the Staff Accountant will assist in both the payables and receivables process...1 week ago on EquestTools -
Assistant Controller
Jobs · Creative Planning · Kansas City, MOJOB SUMMARY Creative Plannings Accounting Manager/Assistant Controller is responsible for assisting the Controller and CFO in maintaining timely and accurate GAAP financials, with key involvement in the month end and quarter end close process. The...1 week ago on EquestTools