East Lansing, Michigan
University Center, Michigan
Mount Pleasant, Michigan
Traverse city , Michigan
Grand Rapids, Michigan
Posted: 09-Jan-23
Location: Ann Arbor , Michigan
Type: Full Time
Categories:
Required Education:
Hantz Tax & Business Job Description:
| Job title | Advanced Tax Planner |
| Reports to | Senior Vice President |
Position Summary
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
Supervisory Responsibilities
- 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
Physical Demands
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.
Work Environment
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.
Expected Hours
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.
Additional Information
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