Advanced Tax Planner

Hantz Group is a Michigan-based Family Office that manages over $11B+ of assets and employs over 600 professionals.

As an Advanced Tax Planning Specialist, you will work with Financial Advisors to develop strategies that reduce individual clients’ tax liability.

• 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 serve higher income and net worth 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
• Strong written and verbal communication skills
• Highly motivated and a self-starter
• Strong leadership qualities, work ethic and an entrepreneurial spirit
• Bachelor’s Degree in Accounting, Finance or related field
• 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
• Must possess active Enrolled Agent or Certified Public Accountant license
• Must possess active Preparer Tax Identification Number (PTIN)
• Experience with CCH Axcess Software preferred

• Health/Dental/Vision Insurance
• Paid Time Off
• 401(k)
• Voluntary LTD
• Voluntary Life
• Flexible Spending Account (Eligibility Requirements vary)

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.