Senior Tax Associate (Finance)

Senior 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. Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future.

Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. 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. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.

Analyze Tax Liability
Prepare Tax Projections
Prepare and file Tax Returns
Market and sell appropriate tax plans
Take a holistic approach with a team of financial professionals to service 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 leadership qualities, work ethic and an entrepreneurial spirit
~ Experience with CCH Axcess Software preferred
Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
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.