Proactive Tax Planner & Projections Expert

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

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary Life Insurance

Flexible Spending

Job summary

A leading tax planning firm in Michigan is seeking a Planning Specialist to analyze tax liabilities and prepare tax projections. You will work collaboratively with financial advisors to develop strategies aimed at minimizing clients' tax responsibilities. Ideal candidates should possess a Bachelor’s Degree in Accounting or Finance and have 1-year relevant experience. This role also includes representing clients before tax authorities, thereby necessitating strong communication skills and organizational abilities. The position offers comprehensive benefits including health insurance and 401K.

Qualifications

• Experience preparing federal, state, and local tax returns.
• Enrolled Agent or CPA license preferred.
• Ability to obtain Preparer Tax Identification Number (PTIN).

Responsibilities

• Analyze tax liability for clients.
• Prepare and file tax returns and projections.
• Represent clients in front of the IRS and state revenue departments.

Skills

Ability to manage competing priorities

Strong sense of accountability

Basic computer skills

Strong communication skills

Highly motivated

Leadership qualities

Education

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

1 year relevant experience preparing tax returns

Tools

Microsoft Office applications

CCH Axcess Software

Job description

A leading tax planning firm in Michigan is seeking a Planning Specialist to analyze tax liabilities and prepare tax projections. You will work collaboratively with financial advisors to develop strategies aimed at minimizing clients' tax responsibilities. Ideal candidates should possess a Bachelor’s Degree in Accounting or Finance and have 1-year relevant experience. This role also includes representing clients before tax authorities, thereby necessitating strong communication skills and organizational abilities. The position offers comprehensive benefits including health insurance and 401K.