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Senior Tax Specialist

Hantz Group

Okemos, MIJobNo compensation foundPosted 5mo agoSeen in employer's feed 4 days ago
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At a glance

Compensation
No compensation found
Location
Okemos, MI
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

Possess Or Be Able To Obtain Preparer Tax Identification Number (PTIN)Bachelor's degree

Job overview

Hantz Group is hiring a Senior Tax Specialist. Hantz Group, a Michigan-based financial company, seeks a Senior Tax Planning Specialist to join their team. This role involves working with financial advisors to develop strategies, reduce client tax liability, and prepare tax analyses and returns. The specialist will also market and sell tax plans, attend meetings, and ensure compliance with industry regulations.

Key focus areas include Analyze tax liability, Prepare tax projections, and Prepare and file tax returns.

Successful candidates bring Bachelor's In Accounting/Finance, 1+ Years Tax Return Preparation, and PTIN. Important skills include Tax Strategy And Planning, Tax Analysis, Prepare Tax Returns, Prepare Presentations, Deliver Presentations, and Develop Client Base. Preferred (not required): CCH Axcess Software.

Skills & qualifications

RequiredNice to have

Skills

Tax Strategy and PlanningTax AnalysisPrepare Tax ReturnsPrepare PresentationsDeliver PresentationsDevelop Client BaseMaintain Client BaseMarket Tax PlansSell Tax PlansComply With Industry Rules and RegulationsRepresent Clients in Front of the IRSRepresent Clients in Front of State Revenue DepartmentsManage Competing PrioritiesManage Stringent DeadlinesManage Multiple ClientsProfessional AccountabilityPersonal AccountabilityBasic Computer SkillsMicrosoft OfficeCommunicationHighly MotivatedSelf-StarterStrong Leadership QualitiesWork EthicEntrepreneurial SpiritCCH Axcess Software

Qualifications

Bachelor's Degree in Accounting, Finance, or Related Field1 Year Relevant Experience Preparing Federal, State, and Local Tax Returns for IndividualsPossess or Be Able to Obtain Preparer Tax Identification Number (PTIN)Enrolled AgentCertified Public Accountant License

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Paid Time Off
401(k) Match

Full job description

Senior 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 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

  • 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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