Senior Tax Planning Strategist for Holistic Client Wealth

Hantz Group; Saginaw (MI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Flexible Spending Accounts

Job summary

A financial services firm in Michigan is looking for a Senior Tax Planning Specialist to analyze tax liabilities and prepare tax returns. This role requires collaboration with Financial Advisors to develop strategies for minimizing tax liabilities. Candidates should hold a Bachelor's Degree in Accounting or Finance and have at least one year of tax preparation experience. Benefits include health insurance, paid time off, and a 401K plan.

Qualifications

• Ability to handle multiple clients and stringent deadlines.
• Experience preparing federal, state, and local tax returns.
• Must have or obtain Preparer Tax Identification Number (PTIN).

Responsibilities

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

Skills

Ability to effectively manage competing priorities

Strong accountability

Basic computer skills

Strong written communication

Strong verbal communication

Motivated self-starter

Strong leadership qualities

Education

Bachelor’s Degree in Accounting or Finance

1 year relevant tax preparation experience

Enrolled Agent or CPA preferred

Tools

Microsoft Office

CCH Axcess Software

Job description

A financial services firm in Michigan is looking for a Senior Tax Planning Specialist to analyze tax liabilities and prepare tax returns. This role requires collaboration with Financial Advisors to develop strategies for minimizing tax liabilities. Candidates should hold a Bachelor's Degree in Accounting or Finance and have at least one year of tax preparation experience. Benefits include health insurance, paid time off, and a 401K plan.