Senior Tax Planning Specialist
5 days ago
Hantz Group is a leading financial services company that provides personalized solutions to individuals and businesses. As a Senior Tax Planning Specialist, you will be part of a team that delivers expert tax planning and strategy to help clients achieve their financial goals.
Key Responsibilities:- Analyze tax liability and develop strategies to minimize tax burden
- Prepare tax projections and returns for clients
- 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 industry developments
- Represent clients in front of tax authorities and ensure compliance with all regulations
- Bachelor's degree in Accounting, Finance, 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 in a fast-paced environment and manage competing priorities
- Health, dental, and vision insurance
- Paid time off and 401(k) plan
- Flexible spending account and other benefits
Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates.
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