Tax Planning Specialist

1 day ago


Independence, Missouri, United States Hantz Group Full time
Job Description

Hantz Group, a Michigan-based financial company, is seeking a skilled Tax Planning Specialist to join its team. The ideal candidate will have a strong background in tax planning and a passion for delivering exceptional client service.

Key Responsibilities:
  • Analyze tax liability and develop strategies to minimize client tax burdens
  • Prepare and file tax returns, ensuring accuracy and compliance with tax laws
  • Collaborate with financial advisors to develop comprehensive financial plans
  • Communicate complex tax information to clients in a clear and concise manner
  • Stay up-to-date with changes in tax laws and regulations

Requirements:
  • Active Enrolled Agent or Certified Public Accountant license
  • 6+ years' experience in tax planning and preparation
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Bachelor's Degree in Accounting, Finance, or related field

Benefits:
  • Comprehensive health insurance
  • Generous paid time off
  • 401(k) retirement plan
  • Opportunities for professional growth and development

Hantz Group is an equal opportunity employer.

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