Advanced Tax Planner

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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 that manages over $11B+ of assets, has 20+ offices, and over 600 employees. We offer a multitude of services tailored to each client, delivering a team of professionals that collaborate to coordinate superior outcomes for our clients.

By taking a holistic approach, we strive to reduce stress and save time for our clients so they can focus on what’s most important for their families.

As an Advanced Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with other specialists to find opportunities for your clients.

• 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 higher income and net worth clients
• Comply with all industry rules and regulations
• Represent clients before 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 a related field
• 6+ years of relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
• Must possess an active Enrolled Agent or Certified Public Accountant license
• Must possess an 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
  • 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.

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Mid‑Senior Level

Full‑time

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