Tax Planning Specialist

Hantz Group; Mount Pleasant (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Job summary

A financial services company in Michigan seeks a Planning Specialist for tax planning and analysis. The role involves preparing tax returns, collaborating with financial advisors, and developing strategies to minimize clients' tax liabilities. Ideal candidates should have a bachelor's degree in Accounting or Finance, relevant experience, and excellent communication skills. The company offers various benefits including health insurance and a 401K plan.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• 1-year experience in preparing federal, state, and local tax returns.
• Must possess strong written and verbal communication skills.

Responsibilities

• Analyze tax liability and prepare tax projections.
• Prepare and file tax returns for clients.
• Develop and maintain a client base for tax services.

Skills

Ability to manage competing priorities

Strong written and verbal communication skills

Experience with Microsoft Office applications

Strong leadership qualities

Education

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

1-year relevant experience preparing tax returns

Enrolled Agent or CPA license preferred

Tools

CCH Axcess Software

Job description

Planning Specialist

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 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 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 offices 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.