Tax Planning Specialist

Hantz Group; Canton Charter Township (MI); On-site; USD 70,000 - 100,000; 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, a Michigan-based financial services firm, is seeking a Tax Planning Specialist to join our Tax Strategy team. You will perform tax analysis, prepare projections, and file returns while collaborating with financial advisors to optimize client tax outcomes.

The role requires a professional with accounting or tax credentials, strong communication, and the ability to manage multiple clients and deadlines. This is a full-time position based in Michigan with growth opportunities.

Qualifications

• Bachelor's degree in accounting, finance, or related field required or strongly preferred.
• Enrolled Agent or CPA license preferred for advancement and client service.
• Must possess or be able to obtain PTIN; strong knowledge of tax software helpful.

Responsibilities

• Analyze tax liability for clients.
• Prepare tax projections for planning.
• Prepare and file federal, state, and local tax returns for individuals.
• Prepare and deliver client presentations and maintain relationships.
• Develop and maintain client base; market tax plans.
• Attend meetings and continuing education; ensure compliance.

Skills

Prioritization & time management

Communication skills

Self-motivated / self-starter

Leadership qualities

Microsoft Office proficiency

Education

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

Enrolled Agent or CPA license preferred

PTIN possessed or able to obtain

Tools

CCH Axcess Software

Job description

Tax Planning Specialist

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.

Tax Strategy and Planning

Our Tax Specialists provide strategies on how to plan today to minimize our clients' taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.

As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client's tax liability. In addition to completing tax analysis and preparing returns you'll collaborate with the other specialists to find opportunities for your clients.

Essential Job Functions

• 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 task assigned

Education/Knowledge & Skills:

• Ability to effectively manage competing priorities, stringent deadlines, and multiple clients
• Strong sense of professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• 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 Certified Public Accountant license preferred
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
• Strong written and verbal communication skills
• Highly motivated and a self-starter
• Strong leadership qualities, work ethic and an entrepreneurial spirit
• Experience with CCH Axcess Software preferred

Benefits:

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
  • Eligibility Requirements Vary

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.

As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.