Tax Planning Specialist
Hantz GroupDavison, Michigan, 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
Hantz Group is seeking a Tax Planning Specialist to work with individuals and businesses to help them achieve their financial goals. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability.
Requirements
- Analyze Tax Liability
- Prepare Tax Projections
- Prepare and file Tax Returns
- 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