Tax Planning Strategist

4 weeks ago


Traverse City, Michigan, United States Hantz Group Full time
Job Overview

Hantz Group is a prominent financial services firm in Michigan and northern Ohio, committed to helping individuals and businesses achieve their financial goals. With over $11 billion in assets under management and 20+ offices, we offer a wide range of services tailored to each client's needs.


Salary Range

The estimated annual salary for this position is between $70,000 - $110,000, based on experience and qualifications.


Job Description

As an Advanced Tax Planner at Hantz Group, you will work closely with our Financial Advisors to develop comprehensive financial strategies and minimize clients' tax liabilities. Key responsibilities include:

  • Analyzing tax liability and preparing tax projections
  • Preparing and filing tax returns
  • Collaborating with other specialists to identify opportunities for clients
  • Delivering presentations to clients and prospective clients
  • Maintaining and developing a client base
  • Marketing and selling tax planning services
  • Attending meetings and continuing education sessions
  • Representing clients before the IRS and state revenue departments

Required Skills and Qualifications

To be successful in this role, you should possess:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Accounting, Finance, or a related field
  • 6+ years of experience preparing and reviewing federal, state, and local tax returns
  • Active Enrolled Agent or Certified Public Accountant license
  • Preparer Tax Identification Number (PTIN)

Benefits

We offer a competitive benefits package, including:

  • Health, dental, and vision insurance
  • 401(k) plan
  • Voluntary life and disability insurance
  • Flexible spending accounts

Our Culture

We are committed to providing a collaborative and supportive work environment that fosters professional growth and development. If you are a motivated and detail-oriented individual who is passionate about tax planning, we encourage you to apply.


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