Advanced Tax Planner
Hantz Group
- Southfield, MI
- Permanent
- Full-time
- 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
- All other task assigned
- 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
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary