Strategic Tax Planning Specialist

Hantz Group; Grandville (MI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Vol LTC

Vol Life

Flexible Spending

Job summary

Hantz Group seeks a Planning Specialist to join its tax planning practice in Michigan. You will work with Financial Advisors to analyze tax liability, prepare projections, and file returns for individuals, helping clients minimize taxes and optimize financial outcomes.

You will develop client relationships, present tax plans, manage multiple priorities, and stay current with tax regulations. Candidates should have a Bachelor's in Accounting/Finance and at least 1 year of returns prep; EA or CPA

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 1 year of experience preparing federal, state, and local tax returns for individuals.
• Enrolled Agent or CPA license preferred.
• Proficient in Microsoft Office applications.
• Strong written and verbal communication skills.
• Ability to manage competing priorities, stringent deadlines, and multiple clients.
• Experience with CCH Axcess Software preferred.

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
• Comply with all industry rules and regulations
• Represent clients in front of the IRS and state revenue departments
• All other tasks assigned

Skills

Tax analysis

Tax projections

Tax returns prep

Microsoft Office

Client communication

Self-starter

Leadership

Industry regulations knowledge

PTIN/Enrolled Agent readiness

Education

Bachelor’s Degree in Accounting/Finance

Enrolled Agent or CPA preferred

Tools

CCH Axcess Software

Job description

Hantz Group seeks a Planning Specialist to join its tax planning practice in Michigan. You will work with Financial Advisors to analyze tax liability, prepare projections, and file returns for individuals, helping clients minimize taxes and optimize financial outcomes.

You will develop client relationships, present tax plans, manage multiple priorities, and stay current with tax regulations. Candidates should have a Bachelor's in Accounting/Finance and at least 1 year of returns prep; EA or CPA