Tax Planning Specialist with Financial Acumen
5 days ago
Hantz Group, a Michigan-based financial services company, is seeking an experienced Tax Planning Specialist to join their team. As a key member of the team, you will work closely with financial advisors to develop comprehensive financial strategies and minimize clients' tax liabilities.
Key Responsibilities:- Analyze clients' tax situations and provide strategic recommendations for minimizing tax liability
- Prepare and file federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
- Collaborate with financial advisors to identify opportunities for clients and develop customized tax plans
- Develop and maintain relationships with clients to ensure long-term growth and satisfaction
- Stay up-to-date on tax laws and regulations, ensuring compliance and providing expert guidance to clients
- Bachelor's degree in Accounting, Finance, or related field
- 6+ years of experience in tax preparation, review, and planning
- Active Enrolled Agent (EA) or Certified Public Accountant (CPA) license
- Preparer Tax Identification Number (PTIN)
- Experience with CCH Axcess Software a plus
The estimated salary for this position is $80,000 - $110,000 per year, depending on experience and qualifications.
About Us:Hantz Group is a growing organization with multiple offices throughout Michigan and northern Ohio. We offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development.
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