1,569 Tax Planning jobs in the United States
Property Tax Planning & Compliance Lead
Posted today
Job Viewed
Job Description
Job Description
Property Tax Planning & Compliance Lead
Greater Columbus, OH area
A Global OEM Manufacturer is looking for a Position to join their team. Company offers:
· Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
· Regional Bonus (when applicable)
· Manager Lease Car Program (No Cost - Car, Maintenance, and Insurance included)
· Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
· Paid time off, including vacation, holidays, shutdown
· Company Paid Short-Term and Long-Term Disability
· 401K Plan with company match + additional contribution
· Relocation assistance (if eligible)
Position Summary
Accurately report and allow client to pay its tax liabilities to various tax authorities and also to accurately report taxes for the benefit of internal and external stakeholders. Enable client to meet its legal and regulatory requirements. The job contributes to the overall state and local tax compliance requirements and is an important contributor towards departmental business plan themes. This position involves leading tax technical projects, particularly in the area of property tax, related to Client’s new business, new ventures, and organizational changes. This job is also the primary coordinator with outside advisors to ensure that all indirect tax returns, payments, reports, licenses, and various other items are completed or made by all internal and external due dates.
Key Accountabilities:
· Provide leadership and support to ongoing property tax projects and business plan themes, especially those that involve new business, new ventures, new ways of working, and expansion/changes of organization and business model.
· Research property tax issues; support tax technology updates for all indirect tax and accounting systems; support property tax audits. Experienced with PTMS and RIA Checkpoint and a proficient user.
· Supervise and review the preparation of all personal property tax returns, real property assessments, abatements, and compliance matters, and all associated tax payments and refunds by assigned deadlines.
· Oversee establishment of forecasts for tax expense accounts and researching variances with budget versus actual data.
Job Requirements
· BA/BS in Finance, Accounting, Business, or related field (required)
· CMI Designation, CPA, Masters in Accounting, Masters in Taxation (preferred)
· Continual technical education in statutory and regulatory environment
· 10 years in property tax role with a major multinational corporation, Big 4 firm, or equivalent
· 5 years of experience with PTMS, SAP, and/or equivalent tax compliance and management software
· Expertise in Microsoft Excel and some experience with PowerPoint
· Highly organized, works independently and reliably
· Well-versed in multiple areas of indirect tax and able to supervise the work of others
· Competent communicator, both verbal and written. Able to lead others and manage projects effectively
About CTI: Compass Tech International (CTI) is dedicated to providing the highest quality Staffing, Recruiting and Managed Services to our customers nationwide, to create greater efficiencies, better results and effective communications to improve their talent access and worker effectiveness while finding solutions for workflow and process improvement.
Talk today to your Compass Tech recruiter. If the immediate job opportunities from our 100+ active client companies is not readily apparent, CTI’s team will stick with you to find the right opportunity, or guide you to improve your process to find success. And via that, a brighter career path.
Company DescriptionAbout CTI: Compass Tech International (CTI) is dedicated to providing the highest quality Staffing, Recruiting and Managed Services to our customers nationwide, to create greater efficiencies, better results and effective communications to improve their talent access and worker effectiveness while finding solutions for workflow and process improvement.
Talk today to your Compass Tech recruiter. If the immediate job opportunities from our 100+ active client companies is not readily apparent, CTI’s team will stick with you to find the right opportunity, or guide you to improve your process to find success. And via that, a brighter career path.
About CTI: Compass Tech International (CTI) is dedicated to providing the highest quality Staffing, Recruiting and Managed Services to our customers nationwide, to create greater efficiencies, better results and effective communications to improve their talent access and worker effectiveness while finding solutions for workflow and process improvement.
Talk today to your Compass Tech recruiter. If the immediate job opportunities from our 100+ active client companies is not readily apparent, CTI’s team will stick with you to find the right opportunity, or guide you to improve your process to find success. And via that, a brighter career path.
Tax Planning Analyst
Posted 1 day ago
Job Viewed
Job Description
NextEra Energy Resources is the world's largest producer of renewable energy from wind and solar, and a global leader in battery storage. We offer energy solutions that drive economic growth, protect the environment, support communities, and help customers meet their energy needs. Ready to make a lasting impact and create a cleaner future? Join our innovative, world-class team today!
Position Specific Description
We are seeking to add a new analyst to our Tax Planning team. This role provides tax support for the development and financing of renewable-energy projects. The Tax Planning Analyst role involves assisting in the analysis of legal agreements and the modeling of tax consequences of various projects. Our ideal candidate will be familiar with Microsoft Excel and PowerPoint, will be comfortable in a fast-paced work environment that demands regular reprioritization and will have strong organizational and interpersonal skills, including the ability to communicate effectively with various subject matter specialists and proactively support the renewable energy business.
Job Overview
Employees in this job drive value by providing quantitative and analytical tax support for NextEra Energy businesses.
Job Duties & Responsibilities
- Coordinates between NextEra tax planning functional groups to provide timely advice to business units
- Supports various tax projects, partnering with multiple business units to gather information and understand the factual background of transactions required for tax analysis
- Supports process improvement initiatives by documenting tax planning processes and working with tax planning teams to identify process improvement opportunities
- Documents review and diligence completed by the tax planning team
- Tracks and monitors completion and timing of key milestones in the tax planning process
- Assists with responding to tax-related inquiries from other NextEra employees and/or third parties
- Assists in conducting financial and legal analysis of transactions and their tax treatment
- Participates in on-the-job training for relevant tax matters
- Performs other job-related duties as assigned
- Bachelor's Degree
- Experience: 2+ years
- None
NextEra Energy offers a wide range of benefits to support our employees and their eligible family members. Click here to learn more.
Employee Group: Exempt
Employee Type: Full Time
Job Category: Finance, Accounting & Business Analytics
Organization: NextEra Energy Resources, LLC
Relocation Provided: Yes, if applicable
NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law.
NextEra Energy and provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to , providing your name, telephone number and the best time for us to reach you. Alternatively, you may call 1- . Please do not use this line to inquire about your application status.
NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
NextEra Energy does not accept any unsolicited resumes or referrals from any third-party recruiting firms or agencies . Please see our policy for more information.
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Tax Planning Analyst

Posted 4 days ago
Job Viewed
Job Description
**Date:** Jul 8, 2025
**Location(s):** Juno Beach, FL, US, 33408
**Company:** NextEra Energy
**Requisition ID:** 84836
is the world's largest producer of renewable energy from wind and solar, and a global leader in battery storage. We offer energy solutions that drive economic growth, protect the environment, support communities, and help customers meet their energy needs. Ready to make a lasting impact and create a cleaner future? Join our innovative, world-class team today!
**Position Specific Description**
We are seeking to add a new analyst to our Tax Planning team. This role provides tax support for the development and financing of renewable-energy projects. The Tax Planning Analyst role involves assisting in the analysis of legal agreements and the modeling of tax consequences of various projects. Our ideal candidate will be familiar with Microsoft Excel and PowerPoint, will be comfortable in a fast-paced work environment that demands regular reprioritization and will have strong organizational and interpersonal skills, including the ability to communicate effectively with various subject matter specialists and proactively support the renewable energy business.
**Job Overview**
Employees in this job drive value by providing quantitative and analytical tax support for NextEra Energy businesses.
**Job Duties & Responsibilities**
+ Coordinates between NextEra tax planning functional groups to provide timely advice to business units
+ Supports various tax projects, partnering with multiple business units to gather information and understand the factual background of transactions required for tax analysis
+ Supports process improvement initiatives by documenting tax planning processes and working with tax planning teams to identify process improvement opportunities
+ Documents review and diligence completed by the tax planning team
+ Tracks and monitors completion and timing of key milestones in the tax planning process
+ Assists with responding to tax-related inquiries from other NextEra employees and/or third parties
+ Assists in conducting financial and legal analysis of transactions and their tax treatment
+ Participates in on-the-job training for relevant tax matters
+ Performs other job-related duties as assigned
**Required Qualifications**
+ Bachelor's Degree
+ Experience: 2+ years
**Preferred Qualifications**
+ None
NextEra Energy offers a wide range of benefits to support our employees and their eligible family members. Clickto learn more.
**Employee Group:** Exempt
**Employee Type:** Full Time
**Job Category:** Finance, Accounting & Business Analytics
**Organization:** NextEra Energy Resources, LLC
**Relocation Provided:** Yes, if applicable
NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law.
NextEra Energy and provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to, providing your name, telephone number and the best time for us to reach you. Alternatively, you may call 1- . Please do not use this line to inquire about your application status.
NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
NextEra Energy **does not** accept any unsolicited resumes or referrals from **any third-party recruiting firms or agencies** . Please see ourfor more information.
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Tax Planning Specialist
Posted today
Job Viewed
Job Description
Job Description
Tax Planning Specialist
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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.
Essential Job Functions:
- 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
- Take a holistic approach with a team of financial professionals to service clients
- Comply with all industry rules and regulations
- Represent clients in front of the IRS and state revenue departments
- All other task assigned
Education/Knowledge & Skills:
- 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
- Bachelor’s Degree in Accounting, Finance, or related field
- 1-year relevant experience preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license preferred
- Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
- Strong written and verbal communication skills
- Highly motivated and a self-starter
- Strong leadership qualities, work ethic and an entrepreneurial spirit
- Experience with CCH Axcess Software preferred
Benefits:
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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Tax Planning Specialist
Posted today
Job Viewed
Job Description
Job Description
Tax Planning Specialist
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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.
Essential Job Functions:
- 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
- Take a holistic approach with a team of financial professionals to service clients
- Comply with all industry rules and regulations
- Represent clients in front of the IRS and state revenue departments
- All other task assigned
Education/Knowledge & Skills:
- 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
- Bachelor’s Degree in Accounting, Finance, or related field
- 1-year relevant experience preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license preferred
- Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
- Strong written and verbal communication skills
- Highly motivated and a self-starter
- Strong leadership qualities, work ethic and an entrepreneurial spirit
- Experience with CCH Axcess Software preferred
Benefits:
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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Tax Planning Specialist
Posted today
Job Viewed
Job Description
Job Description
Tax Planning Specialist
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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.
Essential Job Functions:
- 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
- Take a holistic approach with a team of financial professionals to service clients
- Comply with all industry rules and regulations
- Represent clients in front of the IRS and state revenue departments
- All other task assigned
Education/Knowledge & Skills:
- 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
- Bachelor’s Degree in Accounting, Finance, or related field
- 1-year relevant experience preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license preferred
- Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
- Strong written and verbal communication skills
- Highly motivated and a self-starter
- Strong leadership qualities, work ethic and an entrepreneurial spirit
- Experience with CCH Axcess Software preferred
Benefits:
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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Tax Planning Specialist
Posted today
Job Viewed
Job Description
Job Description
Tax Planning Specialist
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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.
Essential Job Functions:
- 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
- Take a holistic approach with a team of financial professionals to service clients
- Comply with all industry rules and regulations
- Represent clients in front of the IRS and state revenue departments
- All other task assigned
Education/Knowledge & Skills:
- 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
- Bachelor’s Degree in Accounting, Finance, or related field
- 1-year relevant experience preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license preferred
- Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
- Strong written and verbal communication skills
- Highly motivated and a self-starter
- Strong leadership qualities, work ethic and an entrepreneurial spirit
- Experience with CCH Axcess Software preferred
Benefits:
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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Tax Planning Specialist
Posted today
Job Viewed
Job Description
Job Description
Tax Planning Specialist
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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.
Essential Job Functions:
- 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
- Take a holistic approach with a team of financial professionals to service clients
- Comply with all industry rules and regulations
- Represent clients in front of the IRS and state revenue departments
- All other task assigned
Education/Knowledge & Skills:
- 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
- Bachelor’s Degree in Accounting, Finance, or related field
- 1-year relevant experience preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license preferred
- Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
- Strong written and verbal communication skills
- Highly motivated and a self-starter
- Strong leadership qualities, work ethic and an entrepreneurial spirit
- Experience with CCH Axcess Software preferred
Benefits:
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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Tax Planning Specialist
Posted today
Job Viewed
Job Description
Job Description
Tax Planning Specialist
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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.
Essential Job Functions:
- 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
- Take a holistic approach with a team of financial professionals to service clients
- Comply with all industry rules and regulations
- Represent clients in front of the IRS and state revenue departments
- All other task assigned
Education/Knowledge & Skills:
- 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
- Bachelor’s Degree in Accounting, Finance, or related field
- 1-year relevant experience preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license preferred
- Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
- Strong written and verbal communication skills
- Highly motivated and a self-starter
- Strong leadership qualities, work ethic and an entrepreneurial spirit
- Experience with CCH Axcess Software preferred
Benefits:
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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Tax Planning Specialist
Posted today
Job Viewed
Job Description
Job Description
Tax Planning Specialist
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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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.
Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.
Essential Job Functions:
- 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
- Take a holistic approach with a team of financial professionals to service clients
- Comply with all industry rules and regulations
- Represent clients in front of the IRS and state revenue departments
- All other task assigned
Education/Knowledge & Skills:
- 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
- Bachelor’s Degree in Accounting, Finance, or related field
- 1-year relevant experience preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license preferred
- Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
- Strong written and verbal communication skills
- Highly motivated and a self-starter
- Strong leadership qualities, work ethic and an entrepreneurial spirit
- Experience with CCH Axcess Software preferred
Benefits:
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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