Advanced Tax Planner

15 ore fa

Arese MI, Italia Hantz Group A tempo pieno

Advanced Tax Planner
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. 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 an Advanced 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.
Analyze Tax Liability
Prepare Tax Projections
Prepare and file Tax Returns
Market and sell appropriate tax plans
Take a holistic approach with a team of financial professionals to service higher income and net worth clients.
Basic computer skills and experience with Microsoft Office applications
~ Strong written and verbal communication skills
~ 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 Preparer Tax Identification Number (PTIN)
~ Experience with CCH Axcess Software preferred

Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending

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