Senior Tax Strategy Lead for High-Net-Worth Clients

Hantz Group; Tecumseh Township (MI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary LTD

Voluntary Life

Job summary

A financial services firm in Michigan is seeking a Tax Planner. This role involves preparing and filing tax returns, analyzing tax liabilities, and developing client relationships. The ideal candidate will have at least 6 years of experience in tax preparation and hold an active CPA or Enrolled Agent license. The firm values a holistic approach to client service and offers a supportive environment with various employee benefits. This position requires excellent communication skills and a strong commitment to accountability.

Qualifications

• Proven experience in preparing and reviewing federal, state, and local tax returns.
• Strong ability to market and sell tax plans.
• Collaborate effectively with Financial Advisors.

Responsibilities

• Analyze and prepare tax projections.
• File tax returns and represent clients in tax matters.
• Develop and maintain client relationships.

Skills

Ability to effectively manage competing priorities

Strong written and verbal communication skills

Strong sense of professional and personal accountability

Highly motivated and a self-starter

Strong leadership qualities

Experience with Microsoft Office applications

Education

Bachelor’s Degree in Accounting, Finance or related field

6+ years’ relevant experience in tax preparation

Active Enrolled Agent or Certified Public Accountant license

Active Preparer Tax Identification Number (PTIN)

Tools

CCH Axcess Software

Job description

A financial services firm in Michigan is seeking a Tax Planner. This role involves preparing and filing tax returns, analyzing tax liabilities, and developing client relationships. The ideal candidate will have at least 6 years of experience in tax preparation and hold an active CPA or Enrolled Agent license. The firm values a holistic approach to client service and offers a supportive environment with various employee benefits. This position requires excellent communication skills and a strong commitment to accountability.