Advanced Tax Planner

Hantz Group•Traverse City, MI

About The Position

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. 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 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.

Requirements

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)

Nice To Haves

Experience with CCH Axcess Software preferred

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