Strategic Planning Director jobs in Iowa

Strategic Planning Director directs and oversees an organization's strategic and long-range goal planning function. Drives strategic initiatives and supports the development of long-term growth plans and profitability goals. Being a Strategic Planning Director analyzes emerging industry trends, expansion opportunities, including mergers and acquisitions, competitive threats, the viability of outside business partners, and sources of capital. Establishes and retains relationships with industry analysts and the investment community. Additionally, Strategic Planning Director utilizes data-driven methodologies to analyze business performance metrics and process improvement options effectively. Develops reporting and tools to communicate strategic plans and concepts to leadership. Conducts periodic status reviews of organizational goals and objectives to identify roadblocks to progress. Requires a bachelor's degree. Typically reports to top management. The Strategic Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Strategic Planning Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (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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Finance Director - Strategic Priorities
  • HNI Workplace Furnishings
  • Muscatine, IA FULL_TIME
  • HNI Corporation is a global family of brands for the workplace and home dedicated to enhancing the spaces where we live, work, and gather. We pride ourselves on fostering an environment where we make ...
  • 29 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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Strategic Alliance Sales Director (CRE): D&A
  • PwC
  • Des Moines, IA FULL_TIME
  • Specialty/Competency: IFS - Clients & MarketsIndustry/Sector: Not ApplicableTime Type: Full timeTravel Requirements: Up to 60%A career in Sales and Marketing will provide you with the opportunity to f...
  • 2 Days Ago

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Resource Development and Strategic Planning Director
  • Sparrow Company
  • Ontario, CA
  • Job Responsibilities Resource Development - Manage the process of new reserve prospecting, due diligence, financial mode...
  • 6/10/2024 12:00:00 AM

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Director Strategic Planning Cox Business
  • Cox Communications
  • Atlanta, GA
  • JOB SUMMARY: Cox Communications is seeking to add two new directors to their Strategy Planning team. These Strategic Pla...
  • 6/10/2024 12:00:00 AM

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Director Strategic Planning Residential Core
  • Cox Communications
  • Atlanta, GA
  • JOB SUMMARY: Cox Communications is seeking to add two new directors to their Strategy Planning team. These Strategic Pla...
  • 6/10/2024 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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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

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(VP) Digital Customer Experience Strategist - Healthcare Advertising - Remote
  • People With Chemistry
  • New York, NY
  • My client is seeking a Strategic Planning Director-VP to lead their team of Strategic Planners, Senior Planners, and Pla...
  • 6/8/2024 12:00:00 AM

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VP Director - Strategic Planning (Communications)
  • Meet
  • Meet is partnered with a Healthcare Advertising Services company in need of a Vice President to lead their digital strat...
  • 6/7/2024 12:00:00 AM

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Global Export Compliance Manager, Aerospace
  • PPG Industries, Inc.
  • Sylmar, CA
  • As a Global Export Compliance Manager - Aerospace, you will manage the PPG corporate export compliance program, policies...
  • 6/7/2024 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 Strategic Planning Director jobs
$221,847 to $288,378

Strategic Planning Director in Modesto, CA
Rick is an international business attorney and currently sits on the Board of Directors and provides general counsel, risk management and compliance services to foreign companies entering the U.S.
January 18, 2020
Strategic Planning Director in Hialeah, FL
The not-for-profit organization is governed by an independent board of directors and is headquartered in Carmel, Indiana.
January 18, 2020
Whether your HR function is a department of one or of many, basic Human Resources strategic planning that includes internal organizational needs assessment and external benchmark comparisons is needed.
November 29, 2019
Strategic Planning Director in Norwich, CT
Strategic plans become the budget’s descriptive front end, often projecting five years of financials in order to appear “strategic.” But management typically commits only to year one; in the context of years two through five, “strategic” actually means “impressionistic.”.
January 25, 2020
Bridgespan Group Manager Laura Lanzerotti recently asked members of the Bridgespan LinkedIn communities about their organizations’ experiences moving from strategic planning to implementation.
February 03, 2020