Senior Tax Planning Specialist

6 days ago


Okemos, Michigan, United States Hantz Group Full time
Job Description

Hantz Group is a leading financial services company that provides personalized solutions to individuals and businesses. As a Senior Tax Planning Specialist, you will be part of a team that delivers expert tax planning and strategy to help clients achieve their financial goals.

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 tax authorities and ensure compliance with all 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 manage competing priorities and deadlines
  • Basic computer skills and experience with Microsoft Office applications
Benefits:
  • Health, dental, and vision insurance
  • Paid time off and 401K plan
  • Flexible spending account and voluntary life insurance

Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates.


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