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Senior Tax Specialist
1 month ago
Tax Planning Specialist at Hantz Group
Location:
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Hantz Group is a Michigan-based financial company dedicated to assisting individuals and businesses in achieving their financial objectives. With over $11B+ in managed assets, 20+ offices, and 600+ employees, we offer customized services to each client. Our collaborative team of experts ensures superior outcomes by taking a holistic approach, aiming to alleviate stress and save time for our clients.
Tax Strategy and Planning:
Our Tax Specialists focus on developing strategies to minimize clients' future tax liabilities. At Hantz Group, we believe in proactive Tax Planning, necessitating year-round monitoring of clients' tax situations to provide tax projections before final return preparation.
Responsibilities:
Analyze Tax Liability
Prepare Tax Projections
File Tax Returns
Deliver presentations to clients
Develop and maintain client base
Market and sell tax plans
Attend meetings and education sessions
Collaborate with financial professionals
Ensure compliance with industry regulations
Represent clients to tax authorities
Complete assigned tasks
Education/Knowledge & Skills:
Manage competing priorities and deadlines effectively
Demonstrate professional and personal accountability
Proficient in Microsoft Office
Bachelor’s Degree in Accounting, Finance, or related field
1 year of experience in tax return preparation
Enrolled Agent or CPA license preferred
Obtain Preparer Tax Identification Number (PTIN)
Excellent written and verbal communication
Highly motivated and self-driven
Strong leadership, work ethic, and entrepreneurial spirit
Experience with CCH Axcess Software is a plus
Eligibility:
Requirements may vary. The Company upholds equal employment opportunities without discrimination based on various protected characteristics.
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