Senior Tax Planning Specialist
4 days ago
Hantz Group is a leading financial services company that provides comprehensive tax planning and compliance services to individuals and businesses.
We are a family office that manages over $11 billion in assets and has a team of experienced professionals who work together to deliver exceptional results for our clients.
Our tax specialists provide personalized tax planning and strategy services to help our clients minimize their tax liability and achieve their financial goals.
Key Responsibilities:- Analyze tax liability and develop strategies to minimize tax burden
- Prepare tax projections and returns for individuals and businesses
- Collaborate with financial advisors to develop comprehensive financial plans
- Market and sell tax planning services to clients and prospective clients
- Attend meetings and continuing education sessions to stay up-to-date on tax laws and regulations
- Bachelor's degree in accounting, finance, or related field
- 1 year of 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 team environment and collaborate with other professionals
- Health, dental, and vision insurance
- Paid time off and 401(k) plan
- Flexible spending account and long-term disability insurance
Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.
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