Tax Planning Specialist

Hantz Group; Wisconsin; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K / Vol LTD / Vol Life / Flexible‑S

Job summary

Hantz Group, a Michigan-based financial services firm, seeks a Tax Planning Specialist to join its tax practice. The role focuses on analyzing tax liability, preparing projections and returns, and presenting strategies to clients.

You will build a robust client base and market tax plans while coordinating with financial professionals to ensure compliant, strategic outcomes. Ideal candidates have a bachelor’s degree in accounting/finance, at least one year of tax return experience, and

Qualifications

• Bachelor’s degree required in accounting, finance, or related field.
• 1 year experience preparing federal/state/local tax returns for individuals.
• Enrolled Agent or CPA license preferred.
• Must possess or obtain PTIN.

Responsibilities

• Analyze Tax Liability
• Prepare Tax Projections
• Prepare and file Tax Returns
• 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 clients
• Comply with all industry rules and regulations
• Represent clients in front of the IRS and state revenue departments
• All other tasks assigned

Skills

Strong communication

Priority management

Self-starter

Leadership

Education

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

1 year tax return preparation experience

Tools

CCH Axcess Software

Microsoft Office

Job description

Tax Planning Specialist

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 individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

Essential Job Functions:

• 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 clients
• Comply with all industry rules and regulations
• Represent clients in front of the IRS and state revenue departments
• All other task assigned

Education / Knowledge & Skills:

• 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
• Bachelor’s Degree in Accounting, Finance, or related field
• 1-year relevant experience preparing federal, state, and local tax returns for individuals
• Enrolled Agent or Certified Public Accountant license preferred
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
• Strong written and verbal communication skills
• Highly motivated and a self-starter
• Strong leadership qualities, work ethic and an entrepreneurial spirit
• Experience with CCH Axcess Software preferred

Benefits:

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol 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.