Strategic Tax Planner & Client Advisor

Hantz Group; Canton Charter Township (MI); On-site; USD 70,000 - 100,000; 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, is seeking a Tax Planning Specialist to join our Tax Strategy team. You will perform tax analysis, prepare projections, and file returns while collaborating with financial advisors to optimize client tax outcomes.

The role requires a professional with accounting or tax credentials, strong communication, and the ability to manage multiple clients and deadlines. This is a full-time position based in Michigan with growth opportunities.

Qualifications

• Bachelor's degree in accounting, finance, or related field required or strongly preferred.
• Enrolled Agent or CPA license preferred for advancement and client service.
• Must possess or be able to obtain PTIN; strong knowledge of tax software helpful.

Responsibilities

• Analyze tax liability for clients.
• Prepare tax projections for planning.
• Prepare and file federal, state, and local tax returns for individuals.
• Prepare and deliver client presentations and maintain relationships.
• Develop and maintain client base; market tax plans.
• Attend meetings and continuing education; ensure compliance.

Skills

Prioritization & time management

Communication skills

Self-motivated / self-starter

Leadership qualities

Microsoft Office proficiency

Education

Bachelor's Degree in Accounting, Finance, or related field

Enrolled Agent or CPA license preferred

PTIN possessed or able to obtain

Tools

CCH Axcess Software

Job description

Hantz Group, a Michigan-based financial services firm, is seeking a Tax Planning Specialist to join our Tax Strategy team. You will perform tax analysis, prepare projections, and file returns while collaborating with financial advisors to optimize client tax outcomes.

The role requires a professional with accounting or tax credentials, strong communication, and the ability to manage multiple clients and deadlines. This is a full-time position based in Michigan with growth opportunities.