CPA/Senior Tax Preparer
Job Description
Senior Tax Planning Specialist
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.
Your Responsibilities
- 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 clients
- Strong sense of professional and personal accountability
Qualifications
- Basic computer skills and experience with: Microsoft Office applications
- Bachelor’s Degree: in Accounting, Finance, or related field
- 1-year relevant experience: preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license: preferred
- Preparer Tax Identification Number (PTIN): Must possess or be able to obtain
- Strong leadership qualities: work ethic and an entrepreneurial spirit
- Experience with: CCH Axcess Software preferred
Benefits of Working with TP
Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
Equal Opportunity Employer
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.