Tax Planning Specialist

Join to apply for the Tax Planning Specialist role at Hantz Group
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Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office managing over $11B+ of assets, with 20+ offices and over 600 employees. We offer a multitude of services tailored to each client, delivered by a team of experts collaborating to coordinate superior outcomes.

As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns, you’ll collaborate with other specialists to find opportunities for clients and provide proactive tax planning throughout the year.

• Analyze tax liability for individuals and businesses.
• Prepare tax projections and file tax returns.
• Deliver presentations to clients and prospective clients.
• Develop and maintain 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 serve clients.
• Comply with all industry rules and regulations.
• Represent clients before the IRS and state revenue departments.
• Perform any other tasks assigned.

• Ability to effectively manage competing priorities, stringent deadlines, and multiple clients.
• Strong sense of professional and personal accountability.
• Basic computer skills and experience with Microsoft Office applications.
• 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.
• Must possess or be able to obtain a Preparer Tax Identification Number (PTIN).
• Strong written and verbal communication skills.
• Highly motivated and a self-starter.
• Strong leadership qualities, work ethic, and an entrepreneurial spirit.
• Experience with CCH Axcess Software preferred.

• Health/Dental/Vision Insurance
• Paid Time Off
• 401(k) Plan
• Voluntary LTD
• Voluntary Life
• Flexible Spending Accounts
• Eligibility requirements vary

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

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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.