Senior Tax Planning Strategist for Holistic Client Wealth

Hantz Group; Tecumseh Township (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 consulting firm is looking for a Senior Tax Planning Specialist to join their team. In this role, you will analyze tax liabilities, prepare tax projections, and develop strategies to minimize client taxes. Collaboration with financial advisors is key. The ideal candidate will have a Bachelor's degree in accounting or finance and relevant experience in tax preparation. The company offers competitive benefits, including health insurance and a 401K plan.

Qualifications

• Strong written and verbal communication skills.
• Ability to manage competing priorities and deadlines.
• Highly motivated and a self-starter.

Responsibilities

• Analyze Tax Liability for clients.
• Prepare Tax Projections and Tax Returns.
• Represent clients in front of IRS and state departments.

Skills

Tax Liability Analysis

Client Communication

Microsoft Office

Leadership Qualities

Entrepreneurial Spirit

Education

Bachelor's Degree in Accounting, Finance or related field

1-year experience in tax preparation

Enrolled Agent or CPA preferred

Preparer Tax Identification Number (PTIN)

Tools

CCH Axcess Software

Job description

A Michigan-based financial consulting firm is looking for a Senior Tax Planning Specialist to join their team. In this role, you will analyze tax liabilities, prepare tax projections, and develop strategies to minimize client taxes. Collaboration with financial advisors is key. The ideal candidate will have a Bachelor's degree in accounting or finance and relevant experience in tax preparation. The company offers competitive benefits, including health insurance and a 401K plan.