Tax Planning Specialist

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

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary Life Insurance

Job summary

A financial services firm in Michigan is seeking a Tax Planning Specialist to analyze tax liabilities and collaborate with financial advisors on strategies to minimize clients' taxes. This role requires a Bachelor’s degree in Accounting or Finance and relevant experience in tax preparation. The ideal candidate should possess strong communication and leadership skills, along with a proactive mindset. Benefits include health insurance and a 401K plan.

Qualifications

• 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 Preparer Tax Identification Number (PTIN).

Responsibilities

• Analyze tax liability and prepare projections.
• Prepare and file tax returns for individual clients.
• Work collaboratively with financial advisors to develop strategies.

Skills

Time management

Communication skills

Client relationship management

Leadership

Proactive mindset

Education

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

Tools

CCH Axcess Software

Microsoft Office

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.