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
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