Senior Tax Strategy Architect

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

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.

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

Tools

Microsoft Office applications

CCH Axcess Software

Job description

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.