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Accounting & Finance Tax Accountant

Senior Tax Planning Specialist: Proactive Client Strategies

Job in Traverse City, Grand Traverse County, Michigan, 49685, USA
Listing for: Hantz Group
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Accountant
  • Accounting
    Accounting & Finance, Tax Accountant
Job Description & How to Apply Below
A prominent financial services firm is seeking a Senior Tax Planning Specialist to work collaboratively with Financial Advisors to develop strategies for minimizing individual clients' tax liabilities. This role requires a Bachelor's degree in accounting or finance, along with relevant experience in tax preparation. Key responsibilities include analyzing tax liability, preparing tax returns, and representing clients before tax authorities. The position offers comprehensive benefits including health insurance and a 401K plan.
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Position Requirements
10+ Years work experience
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