Jobs
>
Urbandale

    Senior Tax Associate - Urbandale, United States - BerganKDV

    BerganKDV
    BerganKDV Urbandale, United States

    4 weeks ago

    Default job background
    Description

    Job 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 preparing client deliverables.

    The Senior Associate will be responsible for initial preparation of all assigned tax returns and projections, responses to government inquiries and assisting wealth managers with client questions.

    The Senior Associate will also begin initial review of projects completed by associates and interns, as they are ready to do so.

    In addition, Tax Senior Associates assist with training & development of interns and tax associates.

    The Senior Associate is responsible for managing their time and workload so that all assignments are completely in a timely manner.

    We are looking for a self-motivated, personable and task oriented person who can work well with our existing tax group and our clients.


    Job Duties:

    • Prepare & review tax returns for a large volume of tax clients, including individuals, trusts, and businesses
    • Assist Directors with timely & accurate responses to questions, estimates, projections, etc. with both tax and wealth management clients
    • 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:

    • Undergraduate degree in Accounting
    • CPA eligible
    • Minimum 1 year experience

    Preferred Experience/ Qualifications:

    • Master's Degree in income taxation
    • Experience with income tax preparation

    Technical Skills:

    • Understanding and previous use of Windows 7 or 8
    • Proficiency in MS Excel and Word
    • Ability to quickly learn and adapt to new systems and technology


  • H&R Block Urbandale, United States

    **510421BR** · **Title:** · Accelerated Tax Associate · **Our Company** **:** · At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe i ...

  • Collabera

    Tax Associate

    3 weeks ago


    Collabera West Des Moines, United States

    Job Description · Job DescriptionNote: · The position is Onsite (No Work from Home). · Position Details: · Position: Associate Loan Servicing Representative ( Tax Associate) · Industry: Banking/Financial Services · Job duration: 6 months (Possible Extension) · Location: West Des ...

  • GS Advisors

    Senior Tax Associate

    2 weeks ago


    GS Advisors Des Moines, United States

    Job Type: Full-time · Salary: $65, $78,000.00 per year · Responsibilities include: · Prepare and review complex tax returns for individuals, partnerships, corporations, and trusts · Conduct tax research and provide guidance on tax planning strategies · Assist with tax audits and ...


  • Armanino India LLP Des Moines, United States

    Tax Senior Associate, Entrepreneurial Services page is loaded · Tax Senior Associate, Entrepreneurial Services · Apply · locations · St. Louis, Missouri · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · JR101655 · At Armanino, you determi ...

  • PwC

    Tax Senior Associate

    2 weeks ago


    PwC Des Moines, United States

    PwC · Tax Senior Associate - Personal Financial Services · Des Moines , · Iowa · Apply Now · Specialty/Competency: · Entrepreneurial & Private Business (EPB) - General · Time Type: · Full time · Travel Requirements: · Up to 20% · A career in our Personal Financial Service ...


  • D.W. Simpson Des Moines, United States

    Join a solid company with a long history of growth and a stable financial position A well-established life insurance company is seeking an ASA with a minimum of 2 years of experience to join their team as an Associate Actuary, Statutory/Tax Valuation. The responsibilities of this ...


  • Excel Temporary Services Urbandale, United States Full time

    Experience level: Associate Experience required: 5 Years Education level: All education level Job function: Accounting/Auditing Industry: Insurance Pay rate : View hourly payrate Total position: 1 Relocation assistance: No Visa sponsorship eligibility:No · Onsite: Everyday fo ...

  • LHH Recruitment Solutions

    Staff Accountant I

    1 week ago


    LHH Recruitment Solutions Urbandale, United States

    Job Description · Job DescriptionStaff Accountant I · LHH Recruitment Solutions is seeking an entry-level Staff Accountant I, who will play a vital role in maintaining accurate financial records within our client's organization. The perfect candidate will have an analytical and p ...

  • Vision Achievement

    Staff Accountant II

    2 weeks ago


    Vision Achievement Urbandale, United States

    Job Description · Job DescriptionExperience level: Associate · Experience required: 5 Years · Job function: Accounting/Auditing · Industry: Insurance · Visa sponsorship eligibility: No · Onsite: Every day for training for 2 weeks; · Hybrid: required to be onsite 6 days a month ...

  • RaiZan Solutions

    Staff Accountant

    2 days ago


    RaiZan Solutions Urbandale, United States

    Job Description · Job DescriptionExperience Level: Associate · Experience Required: 3 Years · Education Level: Associate degree · Job Function: Accounting/Auditing · Industry: Insurance · Relocation Assistance: No · Visa Sponsorship Eligibility: No · Hybrid or Onsite: Initial 4 t ...

  • Vision Achievement

    Staff Accountant II

    14 hours ago


    Vision Achievement Urbandale, United States

    Job Description: · Experience level: Associate · Experience required: 5 Years · Job function: Accounting/Auditing · Industry: Insurance · Visa sponsorship eligibility: No · Onsite: Every day for training for 2 weeks; · Hybrid: required to be onsite 6 days a month · Our cl ...

  • Metasys Technologies

    Technical Accountant

    14 hours ago


    Metasys Technologies Urbandale, United States

    Technical Accountant · 6+Month Contract · Urbandale, IA (Onsite) · Primary Job Duties: Prepare consolidation processes, including financial statements (10%). · Complete journal entries and associated documentation (40%). · ssist in year-end audit preparations (10%). · Handle sale ...


  • Momentum Resource Solutions Urbandale, United States

    Job Description · Job DescriptionWe are seeking an Accounting Assistant to become an integral part of our team You will compile data, compute charges, and prepare invoices. This is a Hybrid Contract position. · Responsibilities: · Prepare journal entries, money moves, payments, ...

  • Syntricate Technologies

    Staff Accountant II

    14 hours ago


    Syntricate Technologies Urbandale, United States

    Staff Accountant II · Urbandale, IAHybrid · Contract · Note :Everyday for training 2 for weeks , required be onsite 6 days a month. · Skills: Accounting, US GAAP, ACH payments, Checks Reconciliations, Cash Applications, Excel -Pivot Tables and Vlook Ups, Cash Flow, local GAAP a ...

  • Syntricate Technologies Inc

    Staff Accountant II

    2 weeks ago


    Syntricate Technologies Inc Urbandale, United States

    Staff Accountant II · Urbandale, IA -- Hybrid · Contract · Note :Everyday for training 2 for weeks , required be onsite 6 days a month. · Skills: Accounting, US GAAP, ACH payments, Checks Reconciliations, Cash Applications, Excel -Pivot Tables and Vlook Ups, Cash Flow, local GAA ...

  • MMC Corporate

    Staff Accountant I

    3 days ago


    MMC Corporate Urbandale, United States OTHER

    Marsh & McLennan is seeking candidates for the following position based in the Urbandale office: · Staff Accountant I · What can you expect? · Dynamic culture and collaborative team environment · Excellent training plan which will set you up for success · Opportunity to make an i ...

  • Marsh & McLennan Companies

    Staff Accountant I

    14 hours ago


    Marsh & McLennan Companies Urbandale, United States

    Company: · MMC Corporate · Description: · Marsh & McLennan is seeking candidates for the following position based in the Urbandale office: · Staff Accountant I · What can you expect? Dynamic culture and collaborative team environment · Excellent training plan which will set ...

  • Security Equipment Inc.

    Fire Alarm Inspector

    2 weeks ago


    Security Equipment Inc. Urbandale, United States

    Job Description · Job DescriptionDescription:We are seeking talented individuals to join our team as Fire Alarm Inspectors. As a Fire Alarm Inspector, you will be responsible for testing and inspecting Fire Alarm Systems. Security Equipment, Inc. is focused on providing our custo ...


  • Arthur J. Gallagher & Co. Urbandale, United States

    At Risk Placement Services, we're more than just a team - we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individual's contribution matters. Step into a world of excitement and innovati ...

  • Data Business Equipment

    General Accountant

    4 days ago


    Data Business Equipment Urbandale, United States

    Job Description · Job DescriptionGENERAL JOB DESCRIPTION · The General Accountant performs routine accounting activities such as data entry, maintenance of the general ledger, preparation of various accounting statements and financial reports. Reviews, codes, and verifies transac ...