Senior Tax Planning Specialist — Proactive Tax Strategy

Hantz Group; Romeo (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Flexible Spending

Job summary

A Michigan-based financial firm is seeking a Senior Tax Planning Specialist to focus on analyzing tax liabilities and preparing tax returns. You will work directly with Financial Advisors to develop tailored financial strategies for clients while maintaining strong relationships. This role requires at least a Bachelor's Degree in Accounting or Finance, along with relevant tax preparation experience. Benefits include health insurance and a 401K plan. Join a collaborative team that prioritizes clients' best interests.

Qualifications

• Ability to effectively manage competing priorities and deadlines.
• Enrolled Agent or Certified Public Accountant license preferred.
• Strong leadership qualities and entrepreneurial spirit.

Responsibilities

• Analyze Tax Liability for clients.
• Prepare Tax Projections for future planning.
• Prepare and file Tax Returns accurately.
• Prepare and deliver presentations to clients.
• Develop and maintain client relationships.
• Market and sell appropriate tax plans.
• Represent clients before the IRS and state revenue departments.

Skills

Ability to effectively manage competing priorities

Strong sense of professional and personal accountability

Basic computer skills and experience with Microsoft Office

Strong written and verbal communication skills

Highly motivated and a self-starter

Strong leadership qualities

Experience with CCH Axcess Software

Education

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

1-year relevant experience preparing tax returns

Enrolled Agent or CPA license preferred

Preparer Tax Identification Number (PTIN)

Tools

Microsoft Office

CCH Axcess Software

Job description

A Michigan-based financial firm is seeking a Senior Tax Planning Specialist to focus on analyzing tax liabilities and preparing tax returns. You will work directly with Financial Advisors to develop tailored financial strategies for clients while maintaining strong relationships. This role requires at least a Bachelor's Degree in Accounting or Finance, along with relevant tax preparation experience. Benefits include health insurance and a 401K plan. Join a collaborative team that prioritizes clients' best interests.