Senior Tax Strategy & Planning Specialist

Hantz Group; Clinton Township (SD); Presencial; USD 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health/Dental/Vision Insurance

Paid Time Off

401K

Descripción de la vacante

A financial services firm located in South Dakota is seeking an experienced Tax Planner to analyze tax liabilities and prepare tax returns. The ideal candidate should have at least six years of experience in tax preparation, excellent communication skills, and a Bachelor's degree in a relevant field. The position involves working closely with Financial Advisors to develop strategies that minimize client tax liabilities. Competitive benefits including health insurance and a 401K plan are offered.

Formación

• 6+ years of relevant experience preparing and reviewing federal, state, and local tax returns.
• Must possess active Enrolled Agent or Certified Public Accountant license.
• Must possess active Preparer Tax Identification Number (PTIN).

Responsabilidades

• Analyze tax liability and prepare tax projections.
• Prepare and file tax returns.
• Market and sell appropriate tax plans.

Conocimientos

Time management

Communication skills

Self-motivated

Leadership qualities

Microsoft Office proficiency

Educación

Bachelor's Degree in Accounting, Finance or related field

Herramientas

CCH Axcess Software

Descripción del empleo

A financial services firm located in South Dakota is seeking an experienced Tax Planner to analyze tax liabilities and prepare tax returns. The ideal candidate should have at least six years of experience in tax preparation, excellent communication skills, and a Bachelor's degree in a relevant field. The position involves working closely with Financial Advisors to develop strategies that minimize client tax liabilities. Competitive benefits including health insurance and a 401K plan are offered.