Senior Tax Strategy & Planning Specialist

Hantz Group; Mount Pleasant (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 and Life Insurance

Flexible Spending

Job summary

A Michigan-based financial services firm is seeking a Tax Planner to analyze tax liabilities and prepare projections and returns for clients. The role requires strong communication skills, a Bachelor’s degree in Accounting or Finance, and at least 6 years of experience in tax preparation. The ideal candidate will have an active CPA or Enrolled Agent license and be motivated to develop and market tax plans. Join a collaborative team focused on holistic financial strategies.

Qualifications

• 6+ years of experience preparing federal, state, and local tax returns.
• Ability to manage competing priorities and multiple clients.
• Experience with Microsoft Office applications.

Responsibilities

• Analyze Tax Liability and prepare Tax Projections.
• File Tax Returns and represent clients before tax authorities.
• Develop and maintain a client base and market tax plans.

Skills

Time management

Communication skills

Leadership qualities

Professional accountability

Strong work ethic

Self-motivated

Education

Bachelor’s Degree in Accounting or Finance

Active Enrolled Agent or CPA license

Preparer Tax Identification Number (PTIN)

Tools

CCH Axcess Software

Job description

A Michigan-based financial services firm is seeking a Tax Planner to analyze tax liabilities and prepare projections and returns for clients. The role requires strong communication skills, a Bachelor’s degree in Accounting or Finance, and at least 6 years of experience in tax preparation. The ideal candidate will have an active CPA or Enrolled Agent license and be motivated to develop and market tax plans. Join a collaborative team focused on holistic financial strategies.