Job Description
We are looking for a knowledgeable Tax Specialist to join a collaborative financial planning firm serving individual clients in Michigan. This position focuses on personal income tax preparation, tax analysis, and proactive guidance that supports clients’ broader financial goals. The ideal candidate brings strong technical tax expertise, sound judgment, and a client-focused approach to navigating filing requirements and tax-related questions.
Responsibilities:
• Prepare and review individual income tax returns with a high degree of accuracy and attention to applicable regulations.
• Communicate with federal and state tax authorities to monitor, clarify, and help resolve client tax notices and related matters.
• Research nuanced tax questions and compile clear support for conclusions, recommendations, and filing positions.
• Evaluate client income, deductions, and overall tax situations to identify planning opportunities for future tax years.
• Partner with advisors and other professionals to align tax work with each client’s broader financial planning strategy.
• Maintain organized records, documentation, and correspondence to support filings and client service needs.
• Provide responsive, thorough assistance to clients by explaining tax matters in a clear and approachable manner.
• Contribute to additional tax and administrative projects as business needs evolve.
• Must hold an active Enrolled Agent credential....retirement plan; paid time off and paid holidays; loss of license insurance; pet insurance options; and additional wellness resources. Jet Aviation provides equal employment and affirmative action opportunities to applicants and employees without regard to race, color, religion...
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