Advanced Tax Planner

Tax Strategy and Planning

Tax Specialists provide strategies on how to plan today to minimize our clients' taxes in the future. Our philosophy 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.

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

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
• Voluntary Life Insurance
• Voluntary Disability Insurance
• 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 office 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.