Tax Planning Specialist

Hantz Group • Traverse City, MI, United States • $200k - $250k / year • 1w ago

Tax Planning Specialist

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 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.

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