Senior Tax Planning Specialist

2 days ago


Canton, Ohio, United States Hantz Group Full time
Job OverviewAt Hantz Group, we are seeking a highly skilled Tax Planning Specialist to join our team of financial professionals. As a key member of our team, you will play a crucial role in developing and implementing tax strategies that minimize our clients' tax liability.

Key Responsibilities:
  • Analyze tax liability and develop effective tax planning strategies
  • Prepare and file tax returns, ensuring accuracy and compliance with all regulations
  • 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 industry developments
  • Take a holistic approach to client service, working with a team of financial professionals to deliver exceptional results
  • Comply with all industry rules and regulations, including IRS and state revenue department requirements
Requirements:
  • 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
  • Highly motivated and a self-starter with strong leadership qualities
  • Experience with CCH Axcess Software preferred
Benefits:
  • Competitive salary and benefits package, including health, dental, and vision insurance
  • 401K and flexible spending options
  • Opportunities for professional growth and development

Hantz Group is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.

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