Tax Planning Specialist
On-site · Ohio, United States or Michigan, United States
Job Summary
Tax Planning Specialist collaborates with Financial Advisors to develop financial strategies that minimize clients’ tax liability. Responsibilities include analyzing tax liability, preparing tax projections and returns, delivering client presentations, developing and maintaining a client base, marketing tax plans, attending continuing education, and representing clients before the IRS and state revenue departments. Requires strong communication, ability to manage multiple priorities, and proficiency with Microsoft Office; Enrolled Agent or CPA license preferred; experience with CCH Axcess Software is preferred.
Required Qualifications
- Bachelor’s Degree in Accounting, Finance, or related field
- Enrolled Agent or Certified Public Accountant license preferred
- Must possess or be able to obtain PTIN
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