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Senior Tax Planning Strategist Holistic Client Wealth
Job in
Marquette, Marquette County, Michigan, 49855, USA
Listed on 2026-03-07
Listing for:
Hantz Group
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Analyst -
Accounting
Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
A family office specializing in financial services in Michigan is seeking a Senior Tax Planning Specialist. The role involves analyzing tax liabilities, preparing tax projections, and collaborating with Financial Advisors to develop strategies for individual client needs. Ideal candidates will possess a Bachelor's degree in accounting or finance, with at least 1 year of related experience, and strong communication skills.
A competitive benefits package is offered, including health, dental, and vision insurance.
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Position Requirements
10+ Years
work experience
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