Senior Tax Specialist

Hantz Group; Mount Pleasant (MI); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary LTD and Life Insurance

Flexible Spending

Flexible Spending

Job summary

A Michigan-based financial company is seeking a Senior Tax Planning Specialist to analyze tax liabilities and prepare tax projections. You will collaborate with financial advisors to develop strategies that minimize clients' tax liabilities. Candidates should have a Bachelor's degree in Accounting or Finance, and ideally possess an Enrolled Agent or CPA license. The role involves direct client interaction and the ability to manage multiple priorities effectively. Benefits include health insurance, 401K, and paid time off.

Qualifications

• 1-year relevant experience preparing federal, state, and local tax returns.
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN).
• Enrolled Agent or Certified Public Accountant license preferred.

Responsibilities

• Analyze Tax Liability.
• Prepare Tax Projections.
• Prepare and file Tax Returns.
• Develop and maintain client base.
• Represent clients in front of the IRS.
• Attend meetings and continuing education sessions; uphold compliance with IRS/state rules.
• Represent clients before the IRS and state revenue departments.
• Perform other duties as assigned.

Skills

Ability to effectively manage competing priorities

Strong sense of accountability

Communication skills

Self-motivated

Leadership qualities

Education

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

Enrolled Agent or CPA license preferred

1-year tax return experience (federal/state/local)

Tools

Microsoft Office applications

CCH Axcess Software

Job description

Senior Tax Planning Specialist

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 that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.

As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.

• Analyze Tax Liability
• Prepare Tax Projections
• Prepare and file Tax Returns
• Prepare and deliver presentations to clients and prospective clients
• Develop and maintain client basenjjkkdpù0
• Market and sell appropriate tax plans
• Attend meetings and continuing education sessions
• Take a holistic approach with a team of financial professionals to service clients
• Comply with all industry rules and regulations
• Represent clients in front of the IRS and state revenue departments
• All other task assigned

Education/Knowledge & Skills

• Ability to effectively manage competing priorities, stringent deadlines, and multiple clients
• Strong sense of professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• Bachelor’s Degree in Accounting, Finance, or related field
• 1-year relevant experience preparing federal, state, and local tax returns for individuals
• Enrolled Agent or Certified Public Accountant license preferred
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
• Strong written and verbal communication skills
• Highly motivated and a self-starter
• Strong leadership qualities, work ethic and an entrepreneurial spirit
• Experience with CCH Axcess Software preferred

Benefits

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
  • Eligibility Requirements Vary

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.