Senior Tax Strategy & Planning Specialist

Hantz Group; Bay City (MI); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary LTD

Voluntary Life

Job summary

A Michigan-based financial company is seeking a Tax Planner to analyze tax liabilities, prepare tax projections, and file returns. Applicants should have at least 6 years of experience in tax preparation, a CPA license, and strong communication skills. This role offers a collaborative team environment and various benefits, including health insurance and a 401K plan. Ideal candidates should be self-motivated and possess strong leadership qualities.

Qualifications

• 6+ years of experience preparing and reviewing tax returns for individuals and businesses.
• Must possess active Enrolled Agent or Certified Public Accountant license.
• Must possess active Preparer Tax Identification Number (PTIN).

Responsibilities

• Analyze Tax Liability.
• Prepare Tax Projections.
• Prepare and file Tax Returns.
• Market and sell appropriate tax plans.

Skills

Ability to manage priorities

Strong written and verbal communication skills

Self-starter

Leadership qualities

Entrepreneurial spirit

Education

Bachelor's Degree in Accounting, Finance or related field

Tools

CCH Axcess Software

Job description

A Michigan-based financial company is seeking a Tax Planner to analyze tax liabilities, prepare tax projections, and file returns. Applicants should have at least 6 years of experience in tax preparation, a CPA license, and strong communication skills. This role offers a collaborative team environment and various benefits, including health insurance and a 401K plan. Ideal candidates should be self-motivated and possess strong leadership qualities.