Senior Tax Strategist

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.

We are looking for a talented individual with expertise in tax planning and strategy to join our team. As a Senior Tax Strategist, you will work closely with our financial advisors to develop comprehensive tax plans that minimize our clients' tax liability. Your expertise will be essential in analyzing tax liabilities, preparing tax projections, and preparing and filing tax returns.

• Analyze tax liabilities and develop strategies to minimize tax burden
• Prepare tax projections and forecasts for clients
• Prepare and file tax returns for individuals, partnerships, corporations, and trusts
• Collaborate with financial advisors to develop comprehensive tax plans
• Market and sell tax planning services to 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' experience in tax planning and preparation
• Active Enrolled Agent or Certified Public Accountant license
• Active 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 employees.