Senior Tax Specialist

Hantz Group; Meridian Charter Township (MI); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Senior Tax Specialist to join their dynamic team. This role involves developing tax strategies, preparing and filing tax returns, and maintaining strong client relationships. You will collaborate with financial experts to provide tailored services that help clients achieve their financial goals. The company prides itself on a holistic approach, aiming to reduce stress for clients while ensuring compliance with industry regulations. If you are a self-motivated professional with strong communication skills and a passion for helping others, this opportunity is perfect for you.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401K

Voluntary LTD and Life Insurance

Flexible Spending Accounts

Qualifications

• 1+ years of experience in tax preparation for federal, state, and local returns.
• Strong accountability, professionalism, and ability to manage multiple priorities.

Responsibilities

• Analyze tax liability and prepare tax projections for clients.
• Collaborate with financial professionals to deliver holistic client service.

Skills

Tax Preparation

Client Relationship Management

Microsoft Office

Communication Skills

Leadership Qualities

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Tools

CCH Axcess Software

Job description

Join to apply for the Senior Tax Specialist role at Hantz Group.

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office managing over $11B+ of assets, with 20+ offices and over 600 employees. We offer tailored services for each client, delivering a team of experts who collaborate to achieve superior outcomes. Our holistic approach aims to reduce stress and save time for our clients, allowing them to focus on what matters most for their families.

Tax Strategy and Planning

Our Tax Specialists develop strategies to minimize clients' taxes proactively throughout the year, providing tax projections before finalizing their tax returns.

Responsibilities

• Analyze Tax Liability
• Prepare Tax Projections
• Prepare and file Tax Returns
• Deliver presentations to clients and prospects
• Develop and maintain client relationships
• Market and sell tax plans
• Attend meetings and continuing education
• Collaborate with financial professionals to serve clients holistically
• Comply with industry regulations
• Represent clients before IRS and state agencies
• Perform other assigned tasks

Qualifications

• Ability to manage multiple priorities and deadlines
• Strong accountability and professionalism
• Proficiency in Microsoft Office
• Bachelor's Degree in Accounting, Finance, or related field
• At least 1 year of experience preparing federal, state, and local tax returns
• Enrolled Agent or CPA license preferred
• Must obtain PTIN
• Excellent communication skills
• Self-motivated with leadership qualities
• Experience with CCH Axcess Software is a plus

Benefits

• Health, Dental, Vision Insurance
• Paid Time Off
• 401K
• Voluntary LTD and Life Insurance
• Flexible Spending Accounts

The company is an equal opportunity employer and does not discriminate based on protected characteristics.