Tax Planning Specialist

3 days ago


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

Hantz Group is a Michigan-based financial company that provides comprehensive financial services to individuals and businesses. As a Tax Planning Specialist, you will play a key role in helping our clients achieve their financial goals by developing and implementing effective tax strategies.

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 plans to clients
  • Attend meetings and continuing education sessions to stay up-to-date on industry developments
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 work in a team environment and provide excellent customer service
Benefits
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending

Hantz Group is an equal opportunity employer and does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.



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