Tax Planning Specialist

Tax Planning Specialist

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 and offers a multidisciplinary team of experts to deliver superior outcomes for our clients.

Our Tax Specialists provide proactive strategies to minimize client tax liabilities. This role requires monitoring client tax situations throughout the year and delivering tax projections prior to final return preparation.

• 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
• Collaborate with financial professionals to service clients holistically
• Comply with all industry rules and regulations
• Represent clients before 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
• Bachelor’s Degree in Accounting, Finance, or a related field
• One-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 life insurance
• Flexible Spending Accounts

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.