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Strategic Tax Planner High-Net-Worth Clients

Job in Traverse City, Grand Traverse County, Michigan, 49685, USA
Listing for: Hantz Group
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
  • Accounting
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Strategic Tax Planner for High-Net-Worth Clients
A Michigan-based financial firm is looking for an Advanced Tax Planner to join their team. This role involves analyzing tax liabilities and preparing tax returns for a diverse clientele. The ideal candidate has over 6 years of experience and holds an active CPA or Enrolled Agent license. The job also emphasizes teamwork, client development, and compliance with industry regulations. Benefits include health insurance, 401K, and paid time off, fostering a supportive work environment for professional growth.
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