Tax Planning Specialist
Hantz GroupMichigan, United States
Posted December 23, 2025
Full Time
About the Company
Hantz Group is a Michigan-based financial services firm offering a comprehensive range of services including financial planning, tax strategy, insurance, banking, estate planning, and asset management. Their holistic approach leverages a team of specialists to help individuals achieve their financial goals efficiently, while fostering an inclusive culture that values personal growth for both employees and clients.
Job Description
Tax Planning Specialist role at Hantz Group, a Michigan-based financial company, involves providing tax strategies and preparing tax returns for clients, working as part of a team to develop financial strategies and reduce client tax liability.
Requirements
- 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
Benefits
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K
- Vol LTD
- Vol Life
- Flexible Spending