Senior Tax Strategist

3 weeks ago


Abilene, Texas, United States Hantz Group Full time
Job Title–>Advanced Tax PlannerJob Summary–>

As a Senior Tax Strategist at Hantz Group, you will play a critical role in developing and implementing tax planning strategies for our high net worth clients. You will work closely with our financial advisors to identify opportunities for tax savings and develop customized plans to minimize our clients' tax liabilities.

Key Responsibilities:

* Analyze tax liability and develop tax projections for clients
* Prepare and file tax returns for individuals, partnerships, corporations, and trusts
* Collaborate with financial advisors to develop financial strategies and reduce clients' tax liability
* Develop and maintain client relationships
* Provide tax planning and consulting services to clients

Requirements:

* Bachelor's degree in accounting, finance, or related field
* 6+ years' relevant experience preparing and reviewing federal, state, and local tax returns
* Active Enrolled Agent or Certified Public Accountant license
* Active Preparer Tax Identification Number (PTIN)
* Experience with CCH Axcess Software preferred

Benefits:

* Health, dental, and vision insurance
* Paid time off
* 401(k) retirement plan
* Voluntary life insurance
* Flexible spending account

Company Overview:

Hantz Group is a Michigan-based financial company that provides a range of financial services to individuals and businesses. We are committed to delivering exceptional client service and building long-term relationships with our clients.

About Hantz Group:

Hantz Group is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who are passionate about delivering exceptional client service and building long-term relationships with our clients.

How to Apply:

If you are a motivated and experienced tax professional looking for a challenging and rewarding career opportunity, please submit your application to join our team.

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