Senior Tax Strategy & Planning Specialist

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

Benefits offered by this job

Health Insurance

Paid Time Off

401K

Voluntary LTD

Voluntary Life Insurance

Flexible Spending

Job summary

A Michigan-based financial organization is seeking a Tax Planner to analyze tax liability, prepare and file tax returns, and maintain client relationships. The ideal candidate will have at least 6 years of relevant experience and an active CPA or Enrolled Agent license. Strong communication skills and a Bachelor's degree in Accounting or Finance are required. The position offers benefits such as health insurance and a 401K plan, contributing to a supportive environment in a company committed to clients' financial success.

Qualifications

• 6+ years of experience preparing tax returns for various entities.
• Must have an active Enrolled Agent or CPA license.
• Ability to manage multiple clients under stringent deadlines.

Responsibilities

• Analyze tax liability and prepare projections.
• Prepare and file tax returns for clients.
• Develop and maintain relationships with clients.

Skills

Time management

Communication skills

Leadership qualities

Entrepreneurial spirit

Computer skills

Education

Bachelor’s Degree in Accounting or Finance

Tools

CCH Axcess Software

Job description

A Michigan-based financial organization is seeking a Tax Planner to analyze tax liability, prepare and file tax returns, and maintain client relationships. The ideal candidate will have at least 6 years of relevant experience and an active CPA or Enrolled Agent license. Strong communication skills and a Bachelor's degree in Accounting or Finance are required. The position offers benefits such as health insurance and a 401K plan, contributing to a supportive environment in a company committed to clients' financial success.