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Senior Tax Planning Strategist Holistic Client Wealth

Job in Saginaw, Saginaw County, Michigan, 48607, USA
Listing for: Hantz Group
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance, Tax Accountant
  • Accounting
    Financial Analyst, Accounting & Finance, Tax Accountant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Tax Planning Strategist for Holistic Client Wealth
A financial services firm in Michigan is looking for a Senior Tax Planning Specialist to analyze tax liabilities and prepare tax returns. This role requires collaboration with Financial Advisors to develop strategies for minimizing tax liabilities. Candidates should hold a Bachelor's Degree in Accounting or Finance and have at least one year of tax preparation experience. Benefits include health insurance, paid time off, and a 401K plan.
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Position Requirements
10+ Years work experience
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