Tax Planning Specialist

Hantz Group; Grandville (MI); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health/Dental/Vision Insurance

Paid Time Off

401K

Vol LTC

Vol Life

Flexible Spending

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Tax analysis

Tax projections

Tax returns prep

Microsoft Office

Client communication

Self-starter

Leadership

Industry regulations knowledge

PTIN/Enrolled Agent readiness

Ausbildung

Bachelor’s Degree in Accounting/Finance

Enrolled Agent or CPA preferred

Tools

CCH Axcess Software

Jobbeschreibung

Planning Specialist

As a Tax Planning Specialist at Hantz Group, 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 tasks 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 LTC, 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.