Proactive Tax Planner & Projections Expert

Hantz Group; Mount Pleasant (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Job summary

A financial services company in Michigan seeks a Planning Specialist for tax planning and analysis. The role involves preparing tax returns, collaborating with financial advisors, and developing strategies to minimize clients' tax liabilities. Ideal candidates should have a bachelor's degree in Accounting or Finance, relevant experience, and excellent communication skills. The company offers various benefits including health insurance and a 401K plan.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• 1-year experience in preparing federal, state, and local tax returns.
• Must possess strong written and verbal communication skills.

Responsibilities

• Analyze tax liability and prepare tax projections.
• Prepare and file tax returns for clients.
• Develop and maintain a client base for tax services.

Skills

Ability to manage competing priorities

Strong written and verbal communication skills

Experience with Microsoft Office applications

Strong leadership qualities

Education

Bachelor’s Degree in Accounting, Finance, or related field

1-year relevant experience preparing tax returns

Enrolled Agent or CPA license preferred

Tools

CCH Axcess Software

Job description

A financial services company in Michigan seeks a Planning Specialist for tax planning and analysis. The role involves preparing tax returns, collaborating with financial advisors, and developing strategies to minimize clients' tax liabilities. Ideal candidates should have a bachelor's degree in Accounting or Finance, relevant experience, and excellent communication skills. The company offers various benefits including health insurance and a 401K plan.