Tax Planning Strategist

1 month ago


Davison, Michigan, United States Hantz Group Full time
Job Overview

Hantz Group, a leading financial services firm in Michigan, seeks a Tax Planning Strategist to join their team. This role is ideal for individuals with a passion for tax planning and a desire to make a meaningful impact on clients' financial lives.

About the Role

The Tax Planning Strategist will work closely with Financial Advisors to develop comprehensive tax strategies that minimize clients' tax liability. Key responsibilities include analyzing tax liability, preparing tax projections, and preparing and filing tax returns. The successful candidate will also be responsible for delivering presentations to clients and prospective clients, developing and maintaining client relationships, and marketing and selling appropriate tax plans.

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
Benefits
  • Competitive salary range: $70,000 - $90,000 per year
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
Work Environment

Hantz Group is a dynamic and growing organization that offers a collaborative work environment and opportunities for professional growth and development. As a Tax Planning Strategist, you will have the opportunity to work with a talented team of professionals who share your passion for tax planning and client service.



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