Senior Tax Strategist

3 weeks ago


De Witt, Iowa, United States Hantz Group Full time
Job Opportunity

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
Requirements:
  • 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
What We Offer:
  • 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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