Planning Director jobs in Iowa

Planning Director directs and oversees the patient service planning function for a hospital or healthcare system. Performs analysis of trends in healthcare and makes recommendations for new services or changes in existing services. Being a Planning Director supports feasibility analysis and new program planning. Requires a bachelor's degree. Additionally, Planning Director typically reports to top management. The Planning Director typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Planning Director typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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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
  • 10 Days 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...
  • Just Posted

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Director of the Office of Academic & Career Planning
  • St. Ambrose University
  • Davenport, IA FULL_TIME
  • St. Ambrose University in Davenport, Iowa-an inclusive, Catholic, and diocesan community of learners-invites applications for Director of the University's Office of Academic and Career Planning. The n...
  • 8 Days Ago

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Director, Business Planning and Analysis Manager
  • BNY Mellon
  • Radcliffe, IA FULL_TIME
  • Director, Global Payments and Treasury Services Operations. Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and ...
  • 19 Days Ago

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Client Servicing Specialist
  • Merkle Retirement Planning
  • Grimes, IA FULL_TIME
  • Position Description: The Client Servicing Specialist plays a pivotal role in helping Merkle Retirement Planning families bring their retirement visions to life and keep their retirement plans on trac...
  • 2 Days Ago

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Senior Tax Associate
  • Creative Planning Business Services
  • Urbandale, IA FULL_TIME
  • Brief DescriptionJob 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 Sen...
  • 2 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...
  • 6/12/2024 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...
  • 6/12/2024 12:00:00 AM

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Western Planning Director
  • Toole Design Group LLC
  • Seattle, WA
  • Job Type Full-time Description Toole Design Group is looking to hire a full-time Planning Director for our Western Regio...
  • 6/11/2024 12:00:00 AM

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Western Planning Director
  • Toole Design Group LLC
  • Los Angeles, CA
  • Job Type Full-time Description Toole Design Group is looking to hire a full-time Planning Director for our Western Regio...
  • 6/11/2024 12:00:00 AM

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Strategic Planning Director
  • Bright Horizons Family Solutions
  • Newton Center, MA
  • The Strategic Planning Director plays a pivotal role in the organization's strategic decision-making process. Reporting ...
  • 6/8/2024 12:00:00 AM

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Environmental Planning Director
  • talisman advisory partners
  • Oakland, CA
  • Talisman Advisory Partners is excited to be working with a leading environmental consulting firm dedicated to sustainabl...
  • 6/8/2024 12:00:00 AM

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Planning Director, Health
  • Grey NY
  • New York, NY
  • At GREY, we create Famously Effective ideas - creativity that delivers business results - for the world's most influenti...
  • 6/8/2024 12:00:00 AM

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Strategic Planning Director
  • Bright Horizons
  • Newton, MA
  • The Strategic Planning Director plays a pivotal role in the organizations strategic decision-making process. Reporting d...
  • 6/8/2024 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 Planning Director jobs
$148,371 to $226,297

Planning Director in Denver, CO
In mixed-use enclaves across the city, and especially on the west side, the Planning Department has failed to develop a vision for affordable, healthy and livable communities that take into account the immigrant and working class communities which make San Francisco so special.
January 05, 2020
Preparation of planning submission and evidence to supporting planning cases.
November 27, 2019
Planning Director in Miami, FL
Reporting directly to the CEO you will own the quarterly strategic planning process ensuring it delivers towards our annual business plan.
February 23, 2020
Planning Director in Saint Paul, MN
Hull has been with the planning department for more than a decade.
November 29, 2019