Advanced Tax Planner - Midland - Hantz Group

Description

Advanced Tax Planner Role

Hantz Group is a Michigan-based financial company working with individuals and businesses to achieve financial goals. We're a Family Office managing over $11B+ in assets, with 20+ offices and 600+ employees.

We offer tailored services for each client using a team of experts collaborating for superior outcomes. Our holistic approach reduces stress and saves time so clients can focus on what's important.

• Work with Financial Advisors to develop financial strategies reducing individual tax liability

Tax Planning involves monitoring client tax situations throughout the year for accurate projections before final returns.
This proactive process requires close collaboration between specialists delivering personalized results.

*Develop, analyze, and maintain client base*Collaborate within teams to deliver presentations to clients/prospective clients
Create opportunities through ongoing market research*Comply with industry rules & regulations*Bachelor's Degree in Accounting or related field required;
Educational background includes courses like taxation accounting
Degree must be earned from an accredited college/university qualification listing your certification level Enrolled Agent (EA) Certified Public Accountant (CPA)Experience:Your career path should include preparation/reviewing federal state local taxes Show evidence relevant license; enrolled agent public accountant as well sufficient Software proficiency valuable CCH Axcess demonstrates effective communication skills writing verbal communicator actively involved professional associations advanced knowledge software will help *Education/Qualifications/

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