Senior Tax Strategist

3 days ago


Willoughby, Ohio, 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 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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