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Advanced Tax Planner

4 months ago

Traverse City, United States Hantz Group Full time
Job DescriptionJob Description

 

Advanced Tax Planner

 

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 an Advanced 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 higher income and net worth 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
  • Strong written and verbal communication skills
  • Highly motivated and a self-starter
  • Strong leadership qualities, work ethic and an entrepreneurial spirit  
  • Bachelor’s Degree in Accounting, Finance or related field
  • 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
  • Must possess active Enrolled Agent or Certified Public Accountant license
  • Must possess active Preparer Tax Identification Number (PTIN)
  • 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.

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