Strategic Tax Planner for Wealth Clients

Hantz Group; Midland (MI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Vol LTD

Vol Life

Flexible Spending

Job summary

Hantz Group in Michigan is seeking a Tax Planning Specialist to join our team of financial professionals. You will analyze tax liability, prepare projections, and file returns for individuals, collaborating with financial advisors to optimize client tax outcomes.

As part of a holistic approach, you will develop strategies, present plans to clients, and help grow the client base while ensuring compliance with IRS and state regulations.

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field.
• 1-year relevant experience preparing federal, state, and local tax returns for individuals.
• Enrolled Agent or CPA license preferred.
• Must possess or be able to obtain PTIN.
• Strong written and verbal communication skills.
• Able to manage competing priorities and deadlines.
• Self-starter with leadership qualities.

Responsibilities

• Analyze Tax Liability.
• Prepare Tax Projections.
• Prepare and file Tax Returns.
• Prepare and deliver presentations to clients and prospective clients.
• Develop and maintain client base.
• Market and sell appropriate tax plans.
• Attend meetings and continuing education sessions.
• Take a holistic approach with a team of financial professionals to service clients.
• Represent clients before IRS and state revenue departments.

Skills

Prioritization

Accountability

Communication skills

Microsoft Office

Self-starter

Teamwork

Leadership

Education

Bachelor's Degree in Accounting, Finance, or related field

Enrolled Agent or CPA license preferred

Tools

CCH Axcess Software

Job description

Hantz Group in Michigan is seeking a Tax Planning Specialist to join our team of financial professionals. You will analyze tax liability, prepare projections, and file returns for individuals, collaborating with financial advisors to optimize client tax outcomes.

As part of a holistic approach, you will develop strategies, present plans to clients, and help grow the client base while ensuring compliance with IRS and state regulations.