Senior Tax Strategy & Planning Specialist

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

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401K

Job summary

A financial services firm based in Michigan is looking for a Tax Planner to analyze tax liabilities, prepare returns, and develop client relationships. The ideal candidate should have a Bachelor's Degree in Accounting, 6+ years of relevant experience, and an Enrolled Agent or CPA license. The firm offers comprehensive benefits, including health insurance and a 401K plan. If you are a motivated self-starter and seek to collaborate with financial professionals, this role is a great opportunity.

Qualifications

• 6+ years’ experience preparing and reviewing tax returns for various entities.
• Active Enrolled Agent or CPA license required.
• Strong sense of professional and personal accountability.

Responsibilities

• Analyze tax liability for clients.
• Prepare and file tax returns.
• Deliver presentations to clients.

Skills

Manage competing priorities

Strong written and verbal communication

Basic computer skills

Strong leadership qualities

Highly motivated self-starter

Education

Bachelor's Degree in Accounting

Tools

CCH Axcess Software

Job description

A financial services firm based in Michigan is looking for a Tax Planner to analyze tax liabilities, prepare returns, and develop client relationships. The ideal candidate should have a Bachelor's Degree in Accounting, 6+ years of relevant experience, and an Enrolled Agent or CPA license. The firm offers comprehensive benefits, including health insurance and a 401K plan. If you are a motivated self-starter and seek to collaborate with financial professionals, this role is a great opportunity.