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Hantz Group · 4 months ago

Senior Tax Specialist

Bay City, MI

Full-time

Onsite

Mid, Senior Level

1+ years exp

Hantz Group is a Michigan-based financial company that helps individuals and businesses achieve their financial goals. As a Senior Tax Planning Specialist, you will work with Financial Advisors to develop financial strategies, minimize clients’ tax liabilities, and prepare tax returns while collaborating with a team of specialists.

CrowdfundingFinanceFinancial Services

Responsibilities

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

Qualification

Tax PlanningTax Return PreparationEnrolled Agent LicenseCCH Axcess Software’s Degree in AccountingMicrosoft OfficeCommunication SkillsLeadership QualitiesSelf-Starter