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C.P.A -Tax Planning Specialist - Traverse City, MI

*THIS POSITION IS LOCATED IN TRAVERSE CITY, MICHIGAN*

Hantz Tax and Business specialist have the experience, skills and knowledge required to help clients minimize their taxes. Hantz Premier Planning Services is unique in the industry. After conducting a comprehensive examination of client’s financial situations, the Financial Consultant and Tax Planning Specialist create a plan to help clients reduce their taxes, achieve short-term goals and plan for long-term financial goals.
We are looking for experienced tax professionals to work as a part of our team. Tax planning and knowledge of the current tax changes is essential for success in this position. Candidates should have experience preparing 1040’s, C-Corporation and S-Corporation returns and 1065 returns. 


Essential Job Functions:
  • Prepare tax projections
  • Analyze tax liability
  • Prepare and deliver presentations to clients and prospective clients
  • Market and sell appropriate tax plans
  • Complete tax returns
  • Develop and maintain client base
  • All other tasks assigned
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Education/Knowledge & Skills: 

  • Bachelor’s degree or equivalent experience
  • CPA or Enrolled Agent preferred
  • Ability to work as a part of a team
  • Skills to excel in client interaction
  • Strong written and verbal communication skills
  • Ability to work well under pressure with multiple priorities and deadlines
  • Leadership qualities and an entrepreneurial spirit
  • Strong work ethic