Tax Planning Specialist

Tax Planning Specialist – Hantz Group

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 in assets, with 20+ offices and over 600 employees.

Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Hantz Group’s philosophy is that Tax Planning is a proactive process that requires monitoring clients’ tax situations throughout the year to deliver tax projections before preparing the final tax return.

• 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

• 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 of 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)
• Voluntary Life Insurance
• Voluntary Long-Term Disability
• Flexible Spending Account (Eligibility varies)

• Entry level

• Full‑time

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.