Senior Tax Planning Consultant
1 week ago
Hantz Group is a leading financial services firm based in Michigan, providing expert guidance to individuals and businesses. As a seasoned tax professional, you will play a critical role in helping clients achieve their financial goals.
Job Responsibilities
As an Advanced Tax Planner, you will work closely with Financial Advisors to develop personalized financial strategies that minimize tax liabilities for high-net-worth clients. Your responsibilities will include:
- Analyzing tax scenarios to identify opportunities for tax savings
- Preparing comprehensive tax projections and returns
- Collaborating with colleagues to deliver exceptional client service
- Communicating complex tax concepts to clients and prospects through engaging presentations
- Maintaining a deep understanding of tax laws and regulations
Requirements
To succeed in this role, you will need:
- A Bachelor's degree in Accounting, Finance, or a related field
- At least 6 years of experience in tax preparation and review for individual, corporate, and trust clients
- Active Enrolled Agent (EA) or Certified Public Accountant (CPA) license
- Preparer Tax Identification Number (PTIN)
- Strong leadership skills, with the ability to motivate and inspire teams
Benefits
We offer a competitive salary range of $120,000 - $180,000 per year, depending on experience. Our comprehensive benefits package includes:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Flexible spending accounts
- Generous paid time off
In addition, we offer opportunities for career growth and development, as well as a collaborative and supportive work environment.
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