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Senior Tax Planning Strategist Holistic Client Wealth
Job in
Traverse City, Grand Traverse County, Michigan, 49685, USA
Listed on 2026-03-05
Listing for:
Hantz Group
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance -
Accounting
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A financial services company in Michigan is seeking a Senior Tax Planning Specialist to develop strategies for minimizing clients' tax liabilities. You will work with Financial Advisors, complete tax analyses, prepare projections, and present to clients. Ideal candidates will have a Bachelor’s degree in Accounting or Finance and a year of experience in tax preparation. Benefits include health insurance, paid time off, and a 401K plan.
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Position Requirements
10+ Years
work experience
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