Senior Tax Planning Specialist: Proactive Client Strategies

A Michigan-based financial company is seeking a Senior Tax Planning Specialist to work with Financial Advisors in developing financial strategies to reduce clients' tax liabilities. Responsibilities include analyzing tax liability, preparing and filing tax projections and returns, and ensuring compliance with industry regulations. Ideal candidates will hold a Bachelor's Degree in Accounting or Finance, have at least 1 year's experience in tax preparation, and possess strong communication skills.

This role supports a holistic approach by integrating with a team of financial professionals.
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