Senior Tax Planning Specialist

2 days ago


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

Hantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team. As a key member of our financial services team, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Analyze tax liability and develop strategies to minimize tax burdens
  • 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
  • Attend meetings and continuing education sessions to stay up-to-date on industry developments
  • Represent clients in front of the IRS and state revenue departments
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
  • Strong leadership qualities, work ethic, and entrepreneurial spirit
Benefits
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending

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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