Senior Tax Strategist

5 days ago


Ann Arbor, Michigan, United States Hantz Group Full time
Job Overview

Hantz Group, a leading Michigan-based financial company, is seeking an experienced Senior Tax Strategist to join its team. This role offers a unique opportunity to work with individuals and businesses to develop personalized tax strategies that minimize future liabilities.

About the Job

Key Responsibilities:

  • Analyze complex tax situations to identify opportunities for reduction in tax liability
  • Develop and implement comprehensive tax plans tailored to individual client needs
  • Collaborate with Financial Advisors to provide integrated financial solutions
  • Prepare and file federal, state, and local tax returns with accuracy and efficiency
  • Communicate effectively with clients to understand their goals and objectives
  • Stay up-to-date with changing tax laws and regulations

Requirements:

  • Bachelor's degree in Accounting, Finance, or related field
  • 6+ years of experience in tax preparation and planning
  • Active Enrolled Agent or Certified Public Accountant license
  • Preparer Tax Identification Number (PTIN)
  • Experience with CCH Axcess Software preferred

Compensation and Benefits:

  • Estimated salary range: $80,000 - $110,000 per year, depending on experience
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending

About Hantz Group:

Hantz Group is a Family Office that manages over $11B+ of assets, has 20+ offices, and over 600 employees. We offer a multitude of services tailored to each individual client, focusing on delivering superior outcomes through our holistic approach.



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