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Senior Tax Planning Specialist

2 months ago

Traverse City, Michigan, United States Hantz Group Full time
Job Description

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 compliance services to our clients.

Key Responsibilities:
  • Analyze tax liabilities and develop strategies to minimize tax burdens
  • Prepare and file tax returns for individuals and businesses
  • 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
  • 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
  • Ability to work in a team environment
Benefits:
  • Health, dental, and vision insurance
  • Paid time off
  • 401K plan
  • Voluntary life insurance
  • Flexible spending account

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