Media Planning Director jobs in Iowa

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Tax Director
  • Creative Planning Business Services
  • Urbandale, IA FULL_TIME
  • Brief Description

    Job Summary:

    The primary responsibilities 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 for an answer.

    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 Director will work directly with clients to prepare and deliver income tax returns as well as consult on any questions or planning with the wealth managers. They will be responsible for their own group of advisors to support as well as their own book of tax returns to prepare.

    The tax department is a fun group of driven and dedicated professionals. We are looking for tax accountants who love client service but don’t like the headaches of a traditional public accounting firm, such as hourly billing and tracking your time. We offer a great work/life balance, autonomy, and the chance to work directly with a wide variety of clients.

    Job Duties:

    • Reviews & finalizes tax returns for a large volume of tax clients, including individuals, trusts, and businesses
    • Responsible for clear & concise communication with clients on all matters including delivery of income tax returns
    • Responsible for timely & accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients
    • Maintains accurate list of returns in CRM, including status, fee, collections, etc.
    • Stays up to date on tax law changes and is able to communicate the effects of the law changes to clients
    • All other duties as assigned

    Required Experience/ Qualifications:

    • 4 years of public accounting experience
    • CPA License

    Preferred Experience/ Qualifications:

    • Master’s Degree in income taxation
    • Experience with high-net worth individuals and/or trusts
    • Experience handling a large volume of returns/clients

    Technical Skills:

    • Understanding and previous use of Windows 10
    • Proficiency in MS Excel and Word
    • Ability to quickly learn and adapt to new systems and technology
    • Previous use of ProSystem Fx or CCH Axcess Tax preferred, but not required
  • 1 Day Ago

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Director of Planning
  • McGill Junge Wealth Management
  • Clive, IA FULL_TIME
  • ROLE PROFILE: The Director of Planning role will be responsible for defining and executing planning strategies related to the financial planning services we provide for our clients. In collaboration w...
  • 2 Months Ago

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Senior Director of Financial Planning
  • Palmer College of Chiropractic
  • Davenport, IA OTHER
  • Job Details Job Location: 10 - Davenport Campus - Davenport, IA Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Job Shift: Daytime DescriptionPalmer College of Chirop...
  • 19 Days Ago

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Media and Digital Marketing Director
  • AMPERAGE Marketing & Fundraising
  • Cedar, IA FULL_TIME
  • AMPERAGE Marketing & Fundraising is a dynamic agency serving clients across the Midwest and beyond. With a focus on creativity, innovation and strategic thinking, we help our clients achieve their mar...
  • 30 Days Ago

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Media and Digital Marketing Director
  • AMPERAGE Marketing & Fundraising
  • Rapids, IA FULL_TIME
  • AMPERAGE Marketing & Fundraising is a dynamic agency serving clients across the Midwest and beyond. With a focus on creativity, innovation and strategic thinking, we help our clients achieve their mar...
  • 30 Days Ago

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Visual Media Director
  • Thayer Academy
  • Thayer, IA OTHER
  • Seeking a Visual Media Director to join our dynamic communications team. This position reports to the Chief of Strategic Marketing and communications and is an on-campus role with some nights & weeken...
  • 7 Days Ago

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Planning Director
  • AppleOne Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 6/2/2024 12:00:00 AM

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Director Supply Planning
  • DSJ Global
  • Orlando, FL
  • Position Overview: The Director of Supply Planning is responsible for overseeing the planning and management of the supp...
  • 6/2/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
  • 6/2/2024 12:00:00 AM

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Director, Biometrics Planning & Execution
  • WuXi AppTec
  • San Diego, CA
  • The primary responsibility of this position is to supervise proposals, contracts, and budget activities, as well as over...
  • 6/1/2024 12:00:00 AM

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Director, Strategic Planning
  • McCann Health Managed Markets | An IPG Health Company
  • About the job The Director, Strategic Planning is responsible for applying customer understanding to creative problems t...
  • 6/1/2024 12:00:00 AM

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • The City of Cambridge is seeking a dynamic and energetic individual for the position of Director of Planning to supervis...
  • 5/31/2024 12:00:00 AM

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Director of Planned Giving
  • Dordt University
  • Sioux Center, IA
  • Dordt University has a full-time opening for a Director of Planned Giving who will establish initiatives and manage the ...
  • 5/30/2024 12:00:00 AM

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Director of Planned Giving
  • Santa Clara University
  • Santa Clara, CA
  • Position Title: Director of Planned Giving Position Type: Regular Hiring Range: $96,600.00 - $130,600.00 per year; comme...
  • 5/30/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Media Planning Director jobs
$175,659 to $244,623