Senior Tax Strategist
3 days 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 developing and implementing tax strategies that minimize our clients' tax liabilities.
Key Responsibilities:
- Analyze tax liabilities and develop effective tax planning strategies
- 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
- 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' experience in tax planning and preparation
- Active Enrolled Agent or Certified Public Accountant license
- Preparer Tax Identification Number (PTIN)
- Experience with CCH Axcess Software preferred
Benefits:
- Competitive salary and bonus structure
- Comprehensive health, dental, and vision insurance
- 401(k) retirement plan with company match
- Flexible spending accounts for healthcare and dependent care
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.
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