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Senior Tax Strategy Lead ‑Net‑Worth Clients

Job in Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listing for: Hantz Group
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Tax Accountant, Accounting & Finance
  • Accounting
    Tax Accountant, Accounting & Finance
Job Description & How to Apply Below
Position: Senior Tax Strategy Lead for High‑Net‑Worth Clients
A Michigan-based family office is seeking an Advanced Tax Planner to minimize client tax liabilities and develop financial strategies. This role involves preparing tax returns, delivering presentations to clients, and staying current on tax regulations. The ideal candidate holds a Bachelor's degree in Accounting or Finance, has over 6 years of experience in tax preparation, and possesses an active CPA or EA license.

Competitive benefits and a full-time work schedule are offered.
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Position Requirements
10+ Years work experience
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