Proactive Tax Planner & Projections Expert

Hantz Group; Saginaw (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

Job summary

A financial services firm in Michigan is seeking a Tax Planning Specialist to analyze tax liabilities and collaborate with financial advisors on strategies to minimize clients' taxes. This role requires a Bachelor’s degree in Accounting or Finance and relevant experience in tax preparation. The ideal candidate should possess strong communication and leadership skills, along with a proactive mindset. Benefits include health insurance and a 401K plan.

Qualifications

• 1-year relevant experience preparing federal, state, and local tax returns for individuals.
• Enrolled Agent or CPA license preferred.
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN).

Responsibilities

• Analyze tax liability and prepare projections.
• Prepare and file tax returns for individual clients.
• Work collaboratively with financial advisors to develop strategies.

Skills

Time management

Communication skills

Client relationship management

Leadership

Proactive mindset

Education

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

Tools

CCH Axcess Software

Microsoft Office

Job description

A financial services firm in Michigan is seeking a Tax Planning Specialist to analyze tax liabilities and collaborate with financial advisors on strategies to minimize clients' taxes. This role requires a Bachelor’s degree in Accounting or Finance and relevant experience in tax preparation. The ideal candidate should possess strong communication and leadership skills, along with a proactive mindset. Benefits include health insurance and a 401K plan.