High-Net-Worth Tax Planning Specialist

Hantz Group; Saginaw (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary LTD

Voluntary Life

Flexible Spending

Job summary

A Michigan-based financial services firm is seeking a Tax Planner to analyze tax liabilities and prepare tax projections and returns. This role involves significant interaction with clients, developing strategies to minimize tax liabilities and collaborating with financial advisors. Ideal candidates will have a Bachelor's degree in Accounting or Finance, relevant experience, and an active Enrolled Agent or CPA license. The firm offers a comprehensive benefits package including health insurance and a 401K plan.

Qualifications

• 6+ years’ experience preparing and reviewing tax returns.
• Must possess active Enrolled Agent or CPA license.
• Must have active Preparer Tax Identification Number (PTIN).

Responsibilities

• Analyze tax liability and prepare tax projections.
• Prepare and file tax returns.
• Deliver presentations to clients and maintain client base.

Skills

Ability to manage competing priorities

Strong communication skills

Basic computer skills

Leadership qualities

Self-starter

Education

Bachelor’s Degree in Accounting, Finance or related field

Tools

CCH Axcess Software

Job description

A Michigan-based financial services firm is seeking a Tax Planner to analyze tax liabilities and prepare tax projections and returns. This role involves significant interaction with clients, developing strategies to minimize tax liabilities and collaborating with financial advisors. Ideal candidates will have a Bachelor's degree in Accounting or Finance, relevant experience, and an active Enrolled Agent or CPA license. The firm offers a comprehensive benefits package including health insurance and a 401K plan.