Tax Planning Specialist

6 days ago


Willoughby, Ohio, United States Hantz Group Full time
Job Overview
Tax Planning Specialist

Hantz Group, a leading financial services company in Michigan and northern Ohio, is seeking a highly motivated Tax Planning Specialist to join our team. As a key member of our tax planning department, you will work closely with financial advisors to develop personalized financial strategies for our clients.

Compensation and Benefits
We offer an attractive salary range of $80,000 - $110,000 per year, depending on experience, plus benefits including health insurance, paid time off, 401K, and flexible spending accounts.

Responsibilities
The successful candidate will be responsible for analyzing tax liability, preparing tax projections, and preparing and filing tax returns for individuals, partnerships, corporations, and trusts. You will also collaborate with other specialists to identify opportunities for our clients and represent them before the IRS and state revenue departments.

Requirements
To be considered for this role, you must have a Bachelor's Degree in Accounting or Finance and at least 6 years of experience preparing and reviewing federal, state, and local tax returns. You must also possess an active Enrolled Agent or Certified Public Accountant license and a Preparer Tax Identification Number (PTIN). Experience with CCH Axcess Software is preferred.

About Hantz Group
Hantz Group is a Family Office that manages over $11 billion in assets and has multiple offices throughout Michigan and northern Ohio. We are committed to delivering exceptional service to our clients and providing a collaborative and dynamic work environment for our employees.

Join Our Team
If you are a motivated and detail-oriented professional looking for a challenging opportunity to advance your career, we encourage you to apply.

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