Tax Planning Strategist: Proactive Projections & Growth

Hantz Group; Midland (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

Flexible Spending

Job summary

A financial services firm in Midland, Michigan is seeking a Planning Specialist to provide tax strategies for clients. You will analyze tax liabilities, prepare tax projections and returns, and collaborate with Financial Advisors. Ideal candidates possess a Bachelor's Degree in Accounting or Finance and have experience in tax preparation. Strong leadership qualities and communication skills are essential. This role also includes health benefits and a flexible spending account.

Qualifications

• Ability to manage competing priorities and multiple clients.
• 1 year of relevant experience preparing tax returns.
• Strong written and verbal communication skills.

Responsibilities

• Analyze clients' tax liabilities and prepare projections.
• Prepare and file tax returns.
• Develop a client base and market tax plans.

Skills

Tax analysis

Client communication

Deadline management

Microsoft Office proficiency

Leadership qualities

Entrepreneurial spirit

Team collaboration

Education

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

Tools

CCH Axcess Software

Job description

A financial services firm in Midland, Michigan is seeking a Planning Specialist to provide tax strategies for clients. You will analyze tax liabilities, prepare tax projections and returns, and collaborate with Financial Advisors. Ideal candidates possess a Bachelor's Degree in Accounting or Finance and have experience in tax preparation. Strong leadership qualities and communication skills are essential. This role also includes health benefits and a flexible spending account.