Senior Tax Planning Specialist
2 weeks ago
Hantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team.
As a Tax Planning Specialist, you will play a critical role in helping our clients achieve their financial goals by providing expert tax planning and compliance services. You will work closely with our financial advisors to develop and implement tax strategies that minimize our clients' tax liability.
The ideal candidate will have a strong background in accounting and tax law, with experience in preparing federal, state, and local tax returns for individuals. You will also possess excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
Key Responsibilities:
- Analyze tax liability and develop tax planning strategies
- Prepare and file tax returns for individuals and businesses
- Collaborate with financial advisors to develop financial strategies and reduce tax liability
- Provide expert advice on tax compliance and planning
- Develop and maintain client relationships
- Market and sell tax planning services to clients
Requirements:
- Bachelor's degree in Accounting or related field
- 1-year relevant experience preparing federal, state, and local tax returns for individuals
- Enrolled Agent or Certified Public Accountant license preferred
- Strong written and verbal communication skills
- Ability to work effectively in a team environment
Benefits:
- 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. If you are a motivated and experienced tax professional looking for a new challenge, please submit your application.
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