Zachary Cox, Cpa
About Zachary Cox, Cpa
Zachary Cox is a Tax Director with extensive experience in tax planning and consulting. He has worked at Creative Planning since 2018 and has held various positions in the field, including Senior Tax Associate and Tax Manager.
Current Role as Tax Director
Zachary Cox serves as the Tax Director at Creative Planning, a position he has held since 2021. In this role, he oversees tax strategies and compliance for a diverse client base. His responsibilities include managing tax planning initiatives and ensuring adherence to regulatory requirements. Creative Planning is known for its comprehensive financial services, managing approximately $90 billion in assets as of June 30, 2021.
Previous Experience at Creative Planning
Prior to his current role, Zachary Cox worked at Creative Planning as a Senior Tax Associate starting in 2018. He also briefly held the position of Tax Manager in 2019 for one month. His tenure at Creative Planning has allowed him to develop expertise in various tax-related services, contributing to the firm's reputation in the financial advisory sector.
Professional Background in Taxation
Zachary Cox has a robust background in taxation, having worked at several firms prior to his current role. He was a Senior Tax Associate at BKD CPAs & Advisors from 2014 to 2017 and served as a Certified Public Accountant at House Park Dobratz & Wiebler, P.C. from 2017 to 2018. His early experience includes an internship at Bland & Associates, P.C. in 2013.
Education and Expertise in Accounting
Zachary Cox earned a Bachelor of Science degree in Accounting with a minor in Economics from Northwest Missouri State University, where he studied from 2009 to 2013. He has developed expertise in business succession planning, risk management, charitable planning, and estate planning services. His educational background supports his professional focus on tax planning for clients across all 50 states.
Technology Support Experience
In addition to his accounting and tax expertise, Zachary Cox worked as a Technology Support Assistant at Northwest Missouri State University from 2012 to 2013. This role provided him with technical skills that complement his accounting capabilities, enhancing his overall effectiveness in the financial services industry.