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Tax Planning Jobs (NOW HIRING)

Hantz Group

Tax Planning Specialist

Traverse City, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Apply Early

Cardinal Health

Global Tax Planning Manager

Florida, NY · On-site +1

$114K - $149K/yr

Tax develops tax planning strategies to legally minimize Cardinal's tax liabilities in the jurisdictions in which the company operates. Tax serves as a subject matter expert on all tax related ...

Cardinal Health

$107K - $140K/yr

Tax develops tax planning strategies to legally minimize Cardinal's tax liabilities in the jurisdictions in which the company operates. Tax serves as a subject matter expert on all tax related ...

Hantz Group

Tax Planning Specialist

Romeo, MI · On-site

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Tecumseh, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Apply Early

Hantz Group

Tax Planning Specialist

Tecumseh, MI · On-site

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Taylor, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Apply Early

Hantz Group

Tax Planning Specialist

Romeo, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Apply Early

Hantz Group

Tax Planning Specialist

Marquette, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Apply Early

Hantz Group

Tax Planning Specialist

Okemos, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Hantz Group

Tax Planning Specialist

Willoughby, OH · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Farther

Tax Planning Manager

Dallas, TX · On-site

$109K - $143K/yr

The Role The Tax Planning Manager is responsible for delivering high-quality, tax-informed comprehensive financial plans in partnership with the firm's financial advisors and the Strategic Wealth ...

Intuitive

Tax Planning Director

Sunnyvale, CA · Hybrid

Reporting directly to the Head of Tax Planning, the Director of Tax Planning will lead the development and execution of Intuitive's global tax planning initiatives, supporting worldwide expansion and ...

Cardinal Health

Global Tax Planning Manager

Oklahoma City, OK · On-site +1

$103K - $135K/yr

Tax develops tax planning strategies to legally minimize Cardinal's tax liabilities in the jurisdictions in which the company operates. Tax serves as a subject matter expert on all tax related ...

Intuitive

Tax Planning Director

Sunnyvale, CA · On-site

Reporting directly to the Head of Tax Planning, the Director of Tax Planning will lead the development and execution of Intuitive's global tax planning initiatives, supporting worldwide expansion and ...

Intuitive Surgical

Tax Planning Director

Sunnyvale, CA · Hybrid

Reporting directly to the Head of Tax Planning, the Director of Tax Planning will lead the development and execution of Intuitive's global tax planning initiatives, supporting worldwide expansion and ...

Cardinal Health

Global Tax Planning Manager

Charlotte, NC · On-site +1

$98K - $129K/yr

Tax develops tax planning strategies to legally minimize Cardinal's tax liabilities in the jurisdictions in which the company operates. Tax serves as a subject matter expert on all tax related ...

Cardinal Health

Global Tax Planning Manager

Tennessee, IL · On-site +1

$107K - $140K/yr

Tax develops tax planning strategies to legally minimize Cardinal's tax liabilities in the jurisdictions in which the company operates. Tax serves as a subject matter expert on all tax related ...

Hantz Group

Tax Planning Specialist

Midland, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

Apply Early

Hantz Group

Tax Planning Specialist

Davison, MI · On-site

$50K - $80K/yr

Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages ...

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Tax Planning information

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$55K

$129.4K

$176K

How much do tax planning jobs pay per year?

As of Jul 4, 2026, the average yearly pay for tax planning in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Tax Planning position, and why are they important?

To thrive in Tax Planning, you need a solid background in accounting or finance, a deep understanding of tax laws and regulations, and preferably credentials such as a CPA or Enrolled Agent designation. Proficiency with tax preparation software, spreadsheets, and research databases is typically required. Strong analytical thinking, attention to detail, and effective communication skills are key soft skills for success in this field. These abilities are crucial for ensuring clients comply with tax obligations while optimizing their financial position and minimizing liabilities.

What does a tax planner do?

A tax planner helps individuals and businesses develop strategies to minimize tax liabilities and ensure compliance with tax laws. They analyze financial situations, recommend tax-efficient investments, and often use tools like tax software. Certification such as CPA or EA can enhance their effectiveness.

What are some common challenges faced in a Tax Planning role?

Professionals in Tax Planning often face the challenge of keeping up-to-date with frequently changing tax laws and regulations, requiring continuous learning and adaptability. Managing multiple client portfolios with complex financial profiles can also be demanding, as each situation may require tailored strategies and solutions. Additionally, working closely with clients and other professionals such as auditors or financial planners necessitates excellent organizational and interpersonal skills. Overcoming these challenges helps tax planners deliver valuable, compliant, and innovative solutions to their clients.

How do tax planners make money?

Tax planners typically earn income through fees charged for their services, which can be hourly, flat, or retainer-based. They may also receive commissions or referral fees if they recommend financial products, but most rely on client payments for their expertise in optimizing tax strategies and compliance.

What is the highest paying tax job?

The highest paying tax jobs are typically senior roles such as Tax Directors or Partners at accounting firms, with annual salaries often exceeding $150,000 and bonuses. These positions require extensive experience, advanced certifications like CPA or JD, and strong expertise in tax law and planning strategies.

What does a Tax Planning job involve?

A Tax Planning job involves analyzing an individual’s or a company's financial situation to minimize tax liabilities while remaining compliant with laws. Professionals in this role assess deductions, credits, and tax-efficient investment strategies. They also stay updated on tax regulations to provide strategic advice and ensure optimal tax savings.

How to become a certified tax planner?

To become a certified tax planner, professionals typically need to gain relevant education in accounting or tax law, accumulate work experience in tax preparation or planning, and obtain certification through recognized organizations such as the National Association of Tax Professionals (NATP) or the American Institute of CPAs (AICPA). Continuing education and passing certification exams are often required to maintain certification status.
More about Tax Planning jobs
What cities are hiring for Tax Planning jobs? Cities with the most Tax Planning job openings:
What are the most commonly searched types of Tax Planning jobs? The most popular types of Tax Planning jobs are:
What states have the most Tax Planning jobs? States with the most job openings for Tax Planning jobs include:
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Tax Planning jobs near you
Infographic showing various Tax Planning job openings in the United States as of June 2026, with employment types broken down into 77% Full Time, 2% Part Time, and 21% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.
Tax Planning Specialist

Tax Planning Specialist

Hantz Group

Traverse City, MI • On-site

$50K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Be an early applicant

Job description

Tax Planning Specialist
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
 
 Tax Strategy and Planning
Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.
As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.
Essential Job Functions:
  • Analyze Tax Liability
  • Prepare Tax Projections
  • Prepare and file Tax Returns
  • Prepare and deliver presentations to clients and prospective clients
  • Develop and maintain client base
  • Market and sell appropriate tax plans
  • Attend meetings and continuing education sessions
  • Take a holistic approach with a team of financial professionals to service clients
  • Comply with all industry rules and regulations
  • Represent clients in front of the IRS and state revenue departments
  • All other task assigned
 
Education/Knowledge & Skills:
  • Ability to effectively manage competing priorities, stringent deadlines, and multiple clients
  • Strong sense of professional and personal accountability
  • Basic computer skills and experience with Microsoft Office applications
  • Bachelor’s Degree in Accounting, Finance, or related field
  • 1-year relevant experience preparing federal, state, and local tax returns for individuals
  • Enrolled Agent or Certified Public Accountant license preferred
  • Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
  • Strong written and verbal communication skills
  • Highly motivated and a self-starter
  • Strong leadership qualities, work ethic and an entrepreneurial spirit  
  • Experience with CCH Axcess Software preferred
Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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