Tax Planning Specialist with Financial Acumen

5 days ago


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

Hantz Group, a Michigan-based financial services company, is seeking an experienced Tax Planning Specialist to join their team. As a key member of the team, you will work closely with financial advisors to develop comprehensive financial strategies and minimize clients' tax liabilities.

Key Responsibilities:
  • Analyze clients' tax situations and provide strategic recommendations for minimizing tax liability
  • Prepare and file federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
  • Collaborate with financial advisors to identify opportunities for clients and develop customized tax plans
  • Develop and maintain relationships with clients to ensure long-term growth and satisfaction
  • Stay up-to-date on tax laws and regulations, ensuring compliance and providing expert guidance to clients
Requirements:
  • Bachelor's degree in Accounting, Finance, or related field
  • 6+ years of experience in tax preparation, review, and planning
  • Active Enrolled Agent (EA) or Certified Public Accountant (CPA) license
  • Preparer Tax Identification Number (PTIN)
  • Experience with CCH Axcess Software a plus
Compensation:

The estimated salary for this position is $80,000 - $110,000 per year, depending on experience and qualifications.

About Us:

Hantz Group is a growing organization with multiple offices throughout Michigan and northern Ohio. We offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development.



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