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Tax Strategy Advisor Client Wealth
Job in
Bay City, Bay County, Michigan, 48706, USA
Listed on 2026-01-01
Listing for:
Hantz Group
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Analyst -
Accounting
Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
A financial services firm in Michigan is looking for a Tax Planning Specialist. This entry-level role involves working with Financial Advisors to reduce client tax liabilities through analysis and planning. Responsibilities include preparing tax projections, filing returns, and maintaining client relationships. Candidates should have a Bachelor’s degree in Accounting or Finance, with some relevant experience in tax preparation. The position offers benefits including health insurance and a 401(k) plan.
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