Senior Tax Planning Strategist for Holistic Client Wealth

Hantz Group; Taylor (MI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary LTD

Voluntary Life

Flexible Spending

Job summary

A Michigan-based financial firm is seeking a Senior Tax Planning Specialist to analyze tax liability, prepare tax returns, and develop strategies to minimize tax liabilities for clients. This role requires a Bachelor's Degree in Accounting or Finance, with a minimum of one year of relevant experience. The ideal candidate will possess strong communication skills and demonstrate professionalism in a team environment. Benefits include health insurance, 401K, and paid time off.

Qualifications

• Strong sense of professional and personal accountability.
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN).
• Experience with preparing federal, state, and local tax returns.

Responsibilities

• Analyze Tax Liability.
• Prepare Tax Projections.
• Prepare and file Tax Returns.
• Develop and maintain client base.
• Represent clients in front of IRS.

Skills

Ability to effectively manage competing priorities

Strong written and verbal communication skills

Strong leadership qualities and work ethic

Basic computer skills and experience with Microsoft Office

Highly motivated and a self-starter

Education

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

1-year relevant experience preparing tax returns

Enrolled Agent or Certified Public Accountant license preferred

Tools

CCH Axcess Software

Job description

A Michigan-based financial firm is seeking a Senior Tax Planning Specialist to analyze tax liability, prepare tax returns, and develop strategies to minimize tax liabilities for clients. This role requires a Bachelor's Degree in Accounting or Finance, with a minimum of one year of relevant experience. The ideal candidate will possess strong communication skills and demonstrate professionalism in a team environment. Benefits include health insurance, 401K, and paid time off.