Senior Tax Planner — Proactive Tax Strategy & Client Impact

Hantz Group; Canton Charter Township (MI); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Vol LTD

Vol Life

Flexible Spending

Job summary

Hantz Group, a Michigan-based financial services firm, seeks an Advanced Tax Planner to join our Tax Strategy and Planning team. You will work with Financial Advisors to develop tax strategies, analyze liability, and prepare tax returns for high-net-worth individuals and entities.

You will lead tax projections, collaborate with specialists, and help optimize clients’ tax positions while maintaining compliance with IRS/state regulations.

Qualifications

• Ability to effectively manage competing priorities, stringent deadlines, and multiple clients.
• Strong written and verbal communication skills.
• Highly motivated and a self-starter.
• Strong leadership qualities, work ethic and an entrepreneurial spirit.

Responsibilities

• 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 in front of the IRS and state revenue departments
• All other tasks assigned

Skills

Priority management

Strong communication

Self-starter

Leadership qualities

Microsoft Office

Entrepreneurial spirit

Education

Bachelor’s Degree in Accounting, Finance or related field

Tools

CCH Axcess Software

Job description

Hantz Group, a Michigan-based financial services firm, seeks an Advanced Tax Planner to join our Tax Strategy and Planning team. You will work with Financial Advisors to develop tax strategies, analyze liability, and prepare tax returns for high-net-worth individuals and entities.

You will lead tax projections, collaborate with specialists, and help optimize clients’ tax positions while maintaining compliance with IRS/state regulations.