Senior Tax Planning Specialist

6 days ago


Saginaw, Michigan, United States Hantz Group Full time
Job OpportunityAt Hantz Group, we are seeking a highly skilled Tax Planning Specialist to join our team of financial professionals. Our company is a Michigan-based financial services firm that provides a range of services to individuals and businesses. We are committed to delivering exceptional results and building long-term relationships with our clients.

Key Responsibilities:
  • Analyze tax liability and develop strategies to minimize tax burden
  • Prepare tax projections and returns for clients
  • Collaborate with financial advisors to develop comprehensive financial plans
  • Market and sell tax planning services to clients
  • Attend meetings and continuing education sessions to stay up-to-date on industry developments
  • Represent clients in front of the IRS and state revenue departments
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 team environment and prioritize multiple tasks
Benefits:
  • Health, dental, and vision insurance
  • Paid time off and 401K plan
  • Flexible spending account and professional development opportunities

Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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