Tax Planning Strategist

4 weeks ago


Traverse City, Michigan, United States Hantz Group Full time
Job Title: Tax Planning Specialist

Hantz Group, a Michigan-based financial company, seeks a skilled Tax Planning Specialist to join our team. As a key member of our financial services team, you will work closely with clients to develop and implement tax strategies that minimize their tax liability.

Job Summary:

The Tax Planning Specialist will analyze clients' tax situations, prepare tax projections, and develop financial strategies to reduce tax liability. This role requires strong analytical and communication skills, as well as the ability to work collaboratively with a team of financial professionals.

Key Responsibilities:
  • Analyze clients' tax situations and develop tax strategies to minimize tax liability
  • Prepare tax projections and financial statements
  • Collaborate with clients and other financial professionals to develop and implement financial plans
  • Prepare and file tax returns
  • Develop and maintain client relationships
  • Market and sell tax planning services to 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 analytical and communication skills
  • Ability to work collaboratively with a team of financial professionals
Benefits:
  • Health/Dental/Vision Insurance
  • Paid Time Off
  • 401K
  • Voluntary Life Insurance
  • Flexible Spending Account

Hantz Group is an equal opportunity employer and does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.


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