Proactive Tax Planner & Projections Expert

Hantz Group; Tecumseh Township (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 financial services firm located in Michigan seeks a Planning Specialist to analyze tax liabilities and prepare projections and returns. The ideal candidate will collaborate with Financial Advisors and develop financial strategies to reduce tax liabilities. Candidates should have a Bachelor’s degree in Accounting or Finance and relevant experience in tax preparation. This role offers various benefits including health insurance and retirement plans.

Qualifications

• Degree in Accounting, Finance, or related field is required.
• 1+ year of experience in preparing federal, state, and local tax returns.
• Must be able to obtain a PTIN.

Responsibilities

• Analyze tax liability and prepare tax projections.
• Prepare and file tax returns for individuals.
• Develop and maintain a client base and market tax plans.

Skills

Ability to manage competing priorities

Strong sense of accountability

Basic computer skills

Strong written and verbal communication skills

Highly motivated and self-starter

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

Microsoft Office

CCH Axcess Software

Job description

A financial services firm located in Michigan seeks a Planning Specialist to analyze tax liabilities and prepare projections and returns. The ideal candidate will collaborate with Financial Advisors and develop financial strategies to reduce tax liabilities. Candidates should have a Bachelor’s degree in Accounting or Finance and relevant experience in tax preparation. This role offers various benefits including health insurance and retirement plans.