Senior Tax Strategist for High-Net-Worth Clients

Hantz Group; Southfield (MI); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Flexible Spending

Job summary

A financial services firm based in Michigan is seeking an Advanced Tax Planner to join their team. This role involves analyzing tax liabilities, preparing tax projections, and filing returns for a diverse client base. The ideal candidate will have a Bachelor's degree in Accounting or Finance, at least 6 years of relevant tax experience, and an active CPA or Enrolled Agent license. Strong communication and leadership skills are essential, and the firm offers a comprehensive benefits package including health and retirement plans.

Qualifications

• Experience preparing and reviewing federal, state, and local tax returns.
• Must possess active Enrolled Agent or CPA license.
• Strong sense of professional accountability required.

Responsibilities

• Analyze Tax Liability and prepare Tax Projections.
• Develop and maintain client base and market tax plans.
• Represent clients in front of IRS and state revenue departments.

Skills

Ability to manage competing priorities

Strong verbal communication skills

Self-starter

Leadership qualities

Education

Bachelor’s Degree in Accounting, Finance or related field

6+ years’ relevant experience with tax returns

Tools

Microsoft Office

CCH Axcess Software

Job description

A financial services firm based in Michigan is seeking an Advanced Tax Planner to join their team. This role involves analyzing tax liabilities, preparing tax projections, and filing returns for a diverse client base. The ideal candidate will have a Bachelor's degree in Accounting or Finance, at least 6 years of relevant tax experience, and an active CPA or Enrolled Agent license. Strong communication and leadership skills are essential, and the firm offers a comprehensive benefits package including health and retirement plans.