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Hantz Group · 4 months ago

Advanced Tax Planner

Traverse City, MI

Full-time

Onsite

Senior Level

6+ years exp

Hantz Group is a Michigan-based financial company that helps individuals and businesses achieve their financial goals. As an Advanced Tax Planner, you will collaborate with Financial Advisors to develop financial strategies, analyze tax liabilities, prepare tax returns and projections, and market appropriate tax plans to clients.

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 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

Qualification

Enrolled Agent licenseCertified Public Accountant licenseTax return preparationCCH Axcess Software’s Degree in AccountingMicrosoft Office applicationsCommunication skillsLeadership qualitiesSelf-motivated