Creative Planning Visa Sponsorship Jobs USA
Creative Planning is a nationally recognized wealth management firm known for sophisticated financial planning and investment advisory services. For visa-sponsored candidates in finance and asset management, it represents a selective but genuine sponsorship opportunity, particularly for specialized roles requiring deep financial expertise.
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The Tax Supervisor works to provide excellent tax preparation, review and ancillary services in all client engagements including direct client involvement and relationship building. A Tax Supervisor will seek opportunities for growth and mentorship and is an active participant in firm initiatives.
JOB DUTIES
- Deliver a full range of specialized tax, compliance and consulting services in compliance with laws, regulations and timelines.
- Keeps current on and applies basic accounting standards and education; identifying and mitigating tax risks.
- Accountability in the workflow for client engagements ensuring quality completion of all work. Providing innovative tax planning, identifying and mitigating tax risks.
- Acts as a resource for staff and senior accountants, providing feedback and offering guidance and direction.
- Understands and adheres to client confidentiality standards; demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner.
- Build authentic relationships with clients through all interactions. Work to identify areas where Creative Planning can further their business and goals.
- Actively seek opportunities to join business development meetings with the goal to build strong relationships and drive new client projects and revenue.
- Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement.
- Be a resource for other members of the tax team. This may include technical training and providing feedback on client engagements.
- Support the growth and professional development of yourself and your Creative Planning teammates by participating in firm sponsored trainings, CPE courses, internal committees, and mentorship opportunities.
- Communicate effectively with your team striving for open and honest dialogue in all interactions.
REQUIRED EXPERIENCE / QUALIFICATIONS
- A bachelor’s degree in accounting or related field of study or master’s degree in taxation
- CPA certification; highly preferred
- 4+ years of professional services experience with a record of high achievement a plus
- Excellent interpersonal skills
- Strong written and verbal communication skills
- Strong analytical, teamwork and organizational skills
- Integrity, maturity, dependability, a positive attitude and a strong work ethic
- PC proficiency, including spreadsheet, word processing and presentation software applications
- Analytical skills with high detail orientation
- Research and understand professional frameworks, standards and guidance
- Technology and tools best practices including tax software
- Quality control
- Risk assessment, analysis and management
- Measurement analysis and interpretation
Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.
JOB SUMMARY
The Tax Supervisor works to provide excellent tax preparation, review and ancillary services in all client engagements including direct client involvement and relationship building. A Tax Supervisor will seek opportunities for growth and mentorship and is an active participant in firm initiatives.
JOB DUTIES
- Deliver a full range of specialized tax, compliance and consulting services in compliance with laws, regulations and timelines.
- Keeps current on and applies basic accounting standards and education; identifying and mitigating tax risks.
- Accountability in the workflow for client engagements ensuring quality completion of all work. Providing innovative tax planning, identifying and mitigating tax risks.
- Acts as a resource for staff and senior accountants, providing feedback and offering guidance and direction.
- Understands and adheres to client confidentiality standards; demonstrating awareness of firm's risk management policies and procedures, by identifying and referring ethical, independence and conflict issues to manager and/or partner.
- Build authentic relationships with clients through all interactions. Work to identify areas where Creative Planning can further their business and goals.
- Actively seek opportunities to join business development meetings with the goal to build strong relationships and drive new client projects and revenue.
- Explore industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement.
- Be a resource for other members of the tax team. This may include technical training and providing feedback on client engagements.
- Support the growth and professional development of yourself and your Creative Planning teammates by participating in firm sponsored trainings, CPE courses, internal committees, and mentorship opportunities.
- Communicate effectively with your team striving for open and honest dialogue in all interactions.
REQUIRED EXPERIENCE / QUALIFICATIONS
- A bachelor’s degree in accounting or related field of study or master’s degree in taxation
- CPA certification; highly preferred
- 4+ years of professional services experience with a record of high achievement a plus
- Excellent interpersonal skills
- Strong written and verbal communication skills
- Strong analytical, teamwork and organizational skills
- Integrity, maturity, dependability, a positive attitude and a strong work ethic
- PC proficiency, including spreadsheet, word processing and presentation software applications
- Analytical skills with high detail orientation
- Research and understand professional frameworks, standards and guidance
- Technology and tools best practices including tax software
- Quality control
- Risk assessment, analysis and management
- Measurement analysis and interpretation
Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.
Job Roles at Creative Planning
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Get Access To All JobsTips for Finding Creative Planning Visa Sponsorship Jobs USA
Target specialized financial roles
Creative Planning's sponsorship activity centers on highly technical positions in investment management and financial planning. Focus your applications on roles requiring specialized quantitative, analytical, or advisory skills where your expertise directly matches a hard-to-fill need.
Understand the selective nature of sponsorship here
Creative Planning sponsors visas selectively rather than at high volume, meaning each sponsored hire represents a deliberate business decision. Position yourself as a uniquely qualified candidate by emphasizing credentials, certifications, and experience that are genuinely difficult to source domestically.
Highlight relevant financial credentials upfront
Certifications like the CFA, CFP, or CAIA carry real weight in wealth management hiring. Lead with these credentials in your resume and cover letter to signal immediately that you meet the professional bar Creative Planning expects from sponsored candidates.
Align your background with client-facing advisory work
Creative Planning built its reputation on personalized wealth management for high-net-worth clients. Candidates who can demonstrate experience advising affluent clients or managing complex multi-asset portfolios are far better positioned to justify the sponsorship investment.
Research open roles at verified sponsors before applying
Confirming a company's real sponsorship history before investing time in applications is essential. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history and apply only where H-1B sponsorship is a documented pattern, not an assumption.
Be prepared for a relationship-driven hiring process
Wealth management firms like Creative Planning often hire through referrals and extended relationship-building. Engaging with the firm at industry events or through professional networks in the investment management space can meaningfully strengthen your candidacy before a formal application.
Frequently Asked Questions
Does Creative Planning sponsor H-1B visas?
Yes, Creative Planning does sponsor H-1B visas. Sponsorship at Creative Planning is selective and concentrated in specialized roles within investment management and financial planning. Given the firm's focus on high-net-worth wealth management, sponsored positions tend to require deep technical or advisory expertise that aligns closely with the firm's client service model.
Which roles at Creative Planning are most likely to receive visa sponsorship?
Sponsorship at Creative Planning is most commonly associated with specialized investment and financial planning roles, such as portfolio analysts, financial advisors with quantitative backgrounds, and professionals supporting complex wealth management strategies. Generalist or administrative positions are unlikely candidates for sponsorship, as the firm reserves it for hires where specialized expertise is genuinely difficult to source domestically.
How do I assess whether Creative Planning is a realistic sponsorship target for my background?
Start by reviewing the firm's publicly available hiring activity and comparing your credentials against the roles they consistently fill. Creative Planning values CFA or CFP designations and client-facing experience in wealth management. If your background sits squarely in investment analysis, financial planning, or portfolio management, the firm represents a genuine if selective sponsorship opportunity worth pursuing.
What does the H-1B sponsorship process typically look like at a firm like Creative Planning?
For most H-1B sponsorships, the process begins after a job offer is extended. The employer files a Labor Condition Application with the Department of Labor, then submits Form I-129 to USCIS. Cap-subject H-1B petitions must be filed during the April lottery window for an October 1 start date. At a selective sponsor like Creative Planning, the internal approval process for sponsorship may require sign-off at a senior level before filing begins.
How do I find open visa-sponsored positions at Creative Planning?
The most reliable approach is to focus your search on platforms that verify real sponsorship history rather than relying on job postings that may not mention visa support. Migrate Mate lets you browse open roles at confirmed H-1B sponsors, including firms in investment and asset management like Creative Planning, so you can target applications where sponsorship is a documented practice rather than a guess.