Tax Planning Specialist

1 week ago


Saginaw, Michigan, United States Hantz Group Full time
Job Opportunity

Hantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team. As a Tax Planning Specialist, you will play a critical role in helping our clients achieve their financial goals by providing expert tax planning and strategy services.

Key Responsibilities:
  • Analyze tax liability and develop strategies to minimize tax burden
  • Prepare tax projections and returns for individuals and businesses
  • Collaborate with financial advisors to develop comprehensive financial plans
  • Market and sell tax planning services to clients and prospective clients
  • Attend meetings and continuing education sessions to stay up-to-date on tax laws and regulations
Requirements:
  • 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
  • Strong written and verbal communication skills
  • Ability to work in a fast-paced environment and meet deadlines
Benefits:
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for tax planning, we encourage you to apply for this exciting opportunity.



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