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Senior Tax Strategy Lead - Proactive Planning

Job in Maumee, Lucas County, Ohio, 43537, USA
Listing for: Hantz Group
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below

Hantz Group, a Michigan-based family office, seeks a Tax Planning Specialist who will work with Financial Advisors to develop strategies and reduce clients’ tax liability.

You will analyze tax liability, prepare projections and returns, deliver client presentations, grow the client base, and ensure compliance with IRS regulations. Enrolled Agent or CPA preferred; PTIN required; experience with CCH Axcess is a plus.

We are currently recruiting a Senior Tax Strategy Lead
- Proactive Planning for our team in Maumee, OH, United States.

This posting is for the Senior Tax Strategy Lead
- Proactive Planning role at Hantz Group, based in Maumee, OH, United States.

We are looking to fill the Senior Tax Strategy Lead
- Proactive Planning position at Hantz Group in Maumee, OH, United States.

The Senior Tax Strategy Lead
- Proactive Planning role at Hantz Group is now open for applications in Maumee, OH, United States.

Position Requirements
10+ Years work experience
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