Tax Planning Specialist

Tax Planning Specialist at Hantz Group

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 that manages over $11B+ of assets, has 20+ offices and over 600 employees.

We offer a multitude of services tailored to each individual client and deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

• Analyze tax liability
• Prepare tax projections
• Prepare and file tax returns
• Prepare and 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 service clients
• Comply with all industry rules and regulations
• Represent clients in front of the IRS and state revenue departments
• All other tasks assigned

• 1 year of relevant experience preparing federal, state, and local tax returns for individuals
• Bachelor’s Degree in Accounting, Finance, or a related field
• Enrolled Agent or Certified Public Accountant license preferred
• Must possess or be able to obtain a Preparer Tax Identification Number (PTIN)

• Ability to manage competing priorities, stringent deadlines, and multiple clients
• Strong professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• Strong written and verbal communication skills
• Highly motivated and self‑starter
• Strong leadership qualities, work ethic, and entrepreneurial spirit
• Experience with CCH Axcess Software preferred

• Health, Dental, and Vision Insurance
• Paid Time Off
• 401(k) plan
• Voluntary Long‑Term Disability Insurance
• Voluntary Life Insurance
• Flexible Spending Accounts

Hantz Group offers career growth opportunities across its multiple offices in Michigan and northern Ohio.

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.