Tax Planning Specialist

1 day ago


Independence, Missouri, United States Hantz Group Full time
Job Overview

Hantz Group is a leading financial services company that provides comprehensive financial solutions to individuals and businesses. We are seeking a highly skilled Tax Planning Specialist to join our team.

The successful candidate will work closely with our financial advisors to develop and implement tax planning strategies that minimize clients' tax liabilities. This is a unique opportunity to work with a team of experts in a dynamic and growing organization.

Key Responsibilities:

  • Develop and implement tax planning strategies for clients
  • Analyze tax liability and prepare tax projections
  • Prepare and file tax returns
  • Collaborate with financial advisors to identify opportunities for clients
  • Develop and maintain client relationships
  • Market and sell tax planning services
  • Attend meetings and continuing education sessions
  • Comply with industry regulations and represent clients in front of tax authorities

Requirements:

  • Bachelor's degree in Accounting, Finance, or related field
  • 1-year relevant experience preparing federal, state, and local tax returns
  • Enrolled Agent or Certified Public Accountant license preferred
  • Strong written and verbal communication skills
  • Highly motivated and self-starter
  • Strong leadership qualities and work ethic

Benefits:

  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending

Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates.



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