Hantz Group

Advanced Tax Planner

Hantz Group

23 days ago
Traverse City, MI
Onsite
Full Time
Senior
0 applicants
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Hantz Group
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About this role

Hantz Group is seeking an Advanced Tax Planning Specialist to work with financial professionals and clients on proactive tax strategies that minimize liabilities. The role involves analyzing tax situations, preparing returns, developing financial plans, and collaborating within a team to deliver personalized solutions for high-net-worth individuals and entities.

Skills

Qualifications

Bachelor’s Degree in Accounting, Finance or related fieldActive Enrolled Agent or Certified Public Accountant licensePreparer Tax Identification Number (PTIN)
Hantz Group

About Hantz Group

hantzgroup.com

Hantz Group is a Michigan-based financial services firm that works with individuals, families, and businesses to help them achieve their financial goals. They offer integrated services—including financial planning, wealth management, tax and accounting, and business advisory—delivering tailored strategies for growth, tax efficiency, and retirement readiness. The firm emphasizes personalized relationships, local market expertise, and a collaborative, client-first approach to simplify finances and guide long-term decision-making.

About Hantz Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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