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Hantz Group

Senior Tax Planning Specialist: Proactive Client Strategies

Hantz Group, Traverse City, Michigan, United States, 49685

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A prominent financial services firm is seeking a Senior Tax Planning Specialist to work collaboratively with Financial Advisors to develop strategies for minimizing individual clients' tax liabilities. This role requires a Bachelor's degree in accounting or finance, along with relevant experience in tax preparation. Key responsibilities include analyzing tax liability, preparing tax returns, and representing clients before tax authorities. The position offers comprehensive benefits including health insurance and a 401K plan. #J-18808-Ljbffr