Tax Planning Specialist
On-site · Ohio, United States or Michigan, United States
Job Summary
Tax Planning Specialist to join a Michigan-based Family Office-like firm. You’ll work with Financial Advisors to develop tax strategies, analyze tax liability, prepare projections and returns, deliver client presentations, maintain client base, market tax plans, and ensure compliance with industry rules. Requires collaboration across professionals, proficiency with Microsoft Office, and potential CPA/EA/PTIN credentials. Prior experience preparing federal, state, and local returns is preferred; PTIN required or obtainable. Strong communication, leadership, and entrepreneurial spirit essential.
Required Qualifications
- 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
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