Advanced Tax Planner

Advanced Tax Planner

Join to apply for the Advanced Tax Planner role at Hantz Group
.

Hantz Group is a Michigan‑based family office that manages over $11B of assets, has 20+ offices and more than 600 employees. We offer a multitude of services tailored to each client, working collaboratively to coordinate superior outcomes and reduce client stress.

Our tax specialists provide proactive strategies to minimize clients’ future tax liabilities. As an Advanced Tax Planning Specialist you will work with financial advisors to develop financial strategies, reduce individual client tax liability, and identify new opportunities.

• Analyze tax liability.
• Prepare tax projections.
• Prepare and file tax returns.
• Prepare and deliver presentations to clients and prospective clients.
• Develop and maintain a client base.
• Market and sell appropriate tax plans.
• Attend meetings and continuing education sessions.
• Take a holistic approach with a team of financial professionals to service high‑income and high‑net‑worth clients.
• Comply with all industry rules and regulations.
• Represent clients in front of the IRS and state revenue departments.
• Perform all other tasks assigned.

• Ability to manage competing priorities, stringent deadlines, and multiple clients.
• Strong sense of professional and personal accountability.
• Basic computer skills and experience with Microsoft Office applications.
• Strong written and verbal communication skills.
• Highly motivated; self‑starter.
• Strong leadership qualities, work ethic, and entrepreneurial spirit.
• Bachelor’s Degree in Accounting, Finance or related field.
• 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts.
• Must possess an active Enrolled Agent or Certified Public Accountant license.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Experience with CCH Axcess software preferred.

• Health, Dental, Vision Insurance
• Paid Time Off
• 401(k)
• Voluntary Life Insurance
• Voluntary Long‑Term Disability
• Flexible Spending Accounts
• Eligibility requirements vary.

The Company 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.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Sales, General Business, and Education
• Industries:
  Wireless Services, Telecommunications, and Communications Equipment Manufacturing