Advanced Tax Planner
Hantz Group · Southfield, MI · 5 mo ago
On-siteEducation$11/hrFull-time
Tax Strategy and Planning
Tax Strategy and Planning
- 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
Essential Job Functions
- Manage competing priorities, stringent deadlines, and multiple clients
- Show strong sense of professional and personal accountability
- Show basic computer skills and experience with Microsoft Office applications
- Show strong written and verbal communication skills
- Show highly motivated and a self-starter attitude
- Show strong leadership qualities, work ethic, and an entrepreneurial spirit
- Show ability to obtain and maintain necessary licenses (Enrolled Agent or Certified Public Accountant)
- Show ability to obtain and maintain a Preparer Tax Identification Number (PTIN)
- Show experience with CCH Axcess Software
Education/Knowledge & Skills
- Obtain and maintain necessary licenses (Enrolled Agent or Certified Public Accountant)
- Obtain and maintain a Preparer Tax Identification Number (PTIN)
- Show ability to obtain and maintain a Preparer Tax Identification Number (PTIN)
- Show experience with CCH Axcess Software
Benefits
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K
- VOL LTD
- VOL Life
- Flexible Spending Eligibility
Requirements
- Vary