Tax Planning Strategist
6 days ago
Hantz Group is a leading financial services company in Michigan, providing tailored solutions for individuals and businesses.
About the RoleWe are seeking an Advanced Tax Planner to join our team of financial experts. As a key member of our tax planning division, you will work closely with clients to develop and implement strategies that minimize their tax liability.
Key Responsibilities- Analyze client tax situations and provide proactive tax planning advice
- Prepare and file tax returns for individuals, partnerships, corporations, and trusts
- Collaborate with financial advisors to develop comprehensive financial plans
- Represent clients in front of the IRS and state revenue departments
- Bachelor's Degree in Accounting, Finance, or related field
- 6+ years' experience preparing and reviewing federal, state, and local tax returns
- Active Enrolled Agent or Certified Public Accountant license
- Preparer Tax Identification Number (PTIN)
- Experience with CCH Axcess Software preferred
- Competitive salary: $85,000 - $110,000 per year
- Benefits package including health insurance, paid time off, and 401(k)
- Opportunities for professional growth and development
Hantz Group values a holistic approach to financial planning and strives to deliver exceptional results for our clients. Our team is committed to excellence and professionalism, and we are looking for like-minded individuals to join our team.
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