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Senior Tax Planning Strategist Holistic Client Wealth

Job in Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listing for: Hantz Group
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Analyst
  • Accounting
    Accounting & Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Tax Planning Strategist for Holistic Client Wealth
A financial services firm based in Michigan seeks a Senior Tax Planning Specialist to analyze client tax liabilities and prepare tax returns. This role involves working closely with Financial Advisors to develop financial strategies and ensure compliance with industry regulations. Candidates should possess a Bachelor’s Degree in Accounting or Finance and relevant experience in tax preparation. Strong communication skills and the ability to manage multiple clients are essential.

The position also offers comprehensive benefits including health insurance and retirement plans.
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Position Requirements
10+ Years work experience
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