Brad Zaumseil
Tax Director at Creative Planning
- Role
- Tax Director at Creative Planning
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
Experience
Tax Director
Oct 2023 — Present · Charleston, SC, US
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Creative Planning Tax provides income tax consulting and compliance services to a wide range of clients, including individuals, businesses, trusts, and not-for-profit entities. Our Tax Directors work to ensure each client understands their tax situation, while providing reliable, timely advice, as well as proactive planning.
Education
University of Arizona
Bachelor of Business Administration - BBA
2000 — 2004
Skills
- State Taxation
- Non-Profits
- Gaap
- Mergers & Acquisitions
- Individual Taxation
- Professional Services
- Customer Service
- Federal Tax
- Us Tax
- Partnership Taxation
- Personal Tax Planning
- Bookkeeping
- Tax Preparation
- Business Tax Planning
- Financial Reporting
- Management Consulting
- Microsoft Office
- Accounting
- Tax Compliance
- Tax
- Small Business
- Quickbooks
- Corporate Tax
- Social Media
- Financial Statements
- Us Gaap
- Income Tax
- Irs Problem Resolution
- Corporate Tax Planning
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