Senior Tax Strategy Architect

A financial services company in Traverse City is seeking an Advanced Tax Planner to collaborate with Financial Advisors on tax strategies. The role requires analyzing tax liabilities, preparing tax returns, and providing client presentations, with a focus on high-net-worth individuals. Ideal candidates will hold a Bachelor’s Degree, possess an Enrolled Agent or CPA license, and have over 6 years of tax preparation experience. Comprehensive benefits include health insurance and 401K. #J-18808-Ljbffr