Senior Tax Planning Specialist
7 days ago
Hantz Group is a Michigan-based financial company that provides comprehensive financial services to individuals and businesses. Our team of experts works collaboratively to deliver tailored solutions that meet the unique needs of our clients.
Job SummaryWe are seeking a highly motivated and experienced Tax Planning Specialist to join our team. As a Tax Planning Specialist, you will work closely with our Financial Advisors to develop financial strategies and reduce individual clients' tax liability.
Key Responsibilities- Analyze tax liability and prepare tax projections
- Prepare and file tax returns
- Develop and maintain client relationships
- Market and sell tax plans
- Attend meetings and continuing education sessions
- Collaborate with the team to find opportunities for clients
- 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
- Highly motivated and a self-starter
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
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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Senior Tax Specialist
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