Tax Planning Specialist

Job overview

The Tax Planning Specialist role is onsite in Romeo, MI, with a salary range of $50,000–$80,000 per year. The specialist works with financial advisors at Hantz Group, a Michigan-based financial company serving individuals and businesses. The role helps clients plan proactively for tax obligations by analyzing liabilities, preparing projections and returns, and collaborating with financial professionals on strategies. It also supports client service through presentations, client-base development, and representation before tax authorities.

What you'll do

• Analyze tax liability
• prepare tax projections and returns
• prepare and deliver client presentations
• develop and maintain a client base
• market and sell tax plans
• attend meetings and continuing education
• collaborate with financial professionals
• comply with industry rules
• represent clients before the IRS and state revenue departments.

What we're looking for

Skills & competencies

tax planning specialist

tax strategy

tax projections

tax returns

client service

financial advisors

full-time

romeo mi

hantz group

$50k–$80k

bachelor’s degree

ptin

cpa or ea preferred

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental and vision insurance, paid time off, 401(k), voluntary life and disability coverage, and flexible spending
• eligibility requirements vary.

Why this role

Requires a bachelor’s degree in accounting, finance, or a related field, one year of relevant tax-return preparation experience, and possession of or ability to obtain a PTIN; EA or CPA license is preferred.

About the employer

Hantz Group is hiring for this role. Industry: Tax Preparation Services. Sector: 54.