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Lead Tax Strategy Consultant
2 months ago
Hantz Group
We invite you to become a part of our dynamic team as a Lead Tax Strategy Consultant at Hantz Group, a prominent financial services firm based in Michigan, committed to guiding clients towards their financial aspirations. Our organization oversees assets exceeding $11 billion and boasts an extensive network of offices and professionals, delivering customized solutions to each client.
In the role of Lead Tax Strategy Consultant, you will work closely with Financial Advisors to craft all-encompassing financial plans aimed at reducing clients' tax obligations. This position entails evaluating tax responsibilities, preparing tax forecasts, submitting returns, and presenting viable options to clients.
Key Responsibilities:
- Evaluate tax responsibilities
- Prepare tax forecasts
- Submit tax returns
- Deliver presentations to clients
- Build and sustain a client portfolio
- Promote and sell tax strategies
- Participate in meetings and ongoing education sessions
- Provide comprehensive financial services to high-net-worth clients
- Ensure adherence to industry regulations
- Represent clients before tax authorities
- Undertake additional assigned tasks
Qualifications:
- Excellent time management abilities
- Professional integrity
- Proficiency in Microsoft Office Suite
- Minimum of 3 years in tax preparation
- Enrolled Agent or CPA certification preferred
- Strong communication skills
- Self-driven with leadership capabilities
Benefits:
Comprehensive Health/Dental/Vision Insurance, Paid Time Off, 401K, Voluntary Long-Term Disability, Voluntary Life Insurance, Flexible Spending Accounts.
We are an equal opportunity employer, dedicated to fostering diversity and inclusion within our workplace.