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Senior Tax Planning Strategist Holistic Client Wealth
Job in
Traverse City, Grand Traverse County, Michigan, 49685, USA
Listed on 2026-10-07
Listing for:
Hantz Group
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A financial services company in Michigan is seeking a Senior Tax Planning Specialist to develop strategies for minimizing clients' tax liabilities. You will work with Financial Advisors, complete tax analyses, prepare projections, and present to clients. Ideal candidates will have a Bachelor’s degree in Accounting or Finance and a year of experience in tax preparation. Benefits include health insurance, paid time off, and a 401K plan.
This role is for the Senior Tax Planning Strategist for Holistic Client Wealth role at Hantz Group. We are looking to fill the Senior Tax Planning Strategist for Holistic Client Wealth position at Hantz Group in Traverse City, MI, United States. The Senior Tax Planning Strategist for Holistic Client Wealth role at Hantz Group is now open for applications in Traverse City, MI, United States.
Position Requirements
10+ Years
work experience
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