Work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. Complete tax analysis and prepare returns for clients.
Duties and 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
Work with Financial Advisors to service high income/net worth individuals
Comply with all industry rules and regulations
Represent clients in front of the IRS and state revenue departments
All other tasks assigned
Mentor new hires and individuals early on in their career
Manage production goals for the office
Review tax projections and tax returns for other tax specialists as needed
Allocate time to train and develop other members of the tax team
Collaborate with leaders from other disciplines and offices
The physical demands listed are representative of the minimum requirements to be met in order to successfully perform the essential functions of this job.
While performing the duties of the position, the employee will regularly be required to speak and listen. Frequently the employee will be required to stand, walk, and sit for varying durations.
The working environment is similar to a professional open office setting.
The role requires the employee to use equipment such as photocopiers, computers, phones, fax machines, filing cabinets, and other office equipment as needed.
The Advanced Tax Planner schedule will vary, but generally will include shifts working before, during, and after the regular hours of operation.
Regular hours of operation are Monday-Friday 8am-6pm.
Work Authorizations / Security Clearances
This position requires the employee to satisfactorily complete a background check.
The requirements listed are representative of the knowledge, skills, and abilities that are required. Reasonable accommodations may be made to enable individuals with known disabilities to perform the essential functions of the position.
This description is not intended to contain a comprehensive overview of the activities, duties, or responsibilities that are required of the employee for the position. The activities, duties, and responsibilities are subject to change at any time with or without notice.
This job description is not intended to be an employment contract. All employment is at-will.
Education and Experience
Bachelor’s Degree in Accounting, Finance, or related field
5+ years’ experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
Must possess active Enrolled Agent and Certified Public Accountant designation
Must possess active Preparer Tax Identification Number (PTIN)
Experience with CCH Axcess Software preferred *
Knowledge, Skills, and Abilities
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
Strong work ethic
Highly motivated and a self-starter
Strong leadership qualities and an entrepreneurial spirit
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 offers 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.Areas of focus:- Asset Management- Insurance (Life and Health)- Tax Strategy and Planning- Estate Planning- Financial Planning and Retirement- Property and Casualty Insurance (Personal and Business)- Debt (Commercial and Consumer Lending)- Banking and Cash Management