Tax Planning Specialist
Hantz GroupWilloughby, Ohio, United States
Posted December 23, 2025
Full Time
About the Company
Hantz Group is a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.
Job Description
Tax Planning Specialist position at Hantz Group, a Michigan-based financial company. The role involves developing financial strategies to minimize clients' taxes, preparing tax returns, and presenting to clients. The team works collaboratively to deliver superior outcomes for clients.
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
- 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