Senior Tax Strategist
3 weeks ago
Hantz Group, a leading financial services company, is seeking a highly skilled Senior Tax Strategist to join our team. As a key member of our tax planning department, you will play a critical role in helping our clients achieve their financial goals.
Key Responsibilities:- Analyze tax liability and develop strategies to minimize tax burdens
- Prepare and file tax returns for individuals, partnerships, corporations, and trusts
- Collaborate with financial advisors to develop comprehensive financial plans
- Market and sell tax planning services to clients and prospective clients
- Attend meetings and continuing education sessions to stay up-to-date on tax laws and regulations
- Bachelor's degree in Accounting, Finance, or related field
- 6+ years of experience in tax preparation and review
- Active Enrolled Agent or Certified Public Accountant license
- Preparer Tax Identification Number (PTIN)
- Experience with CCH Axcess Software preferred
- Competitive salary and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all individuals.
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