Senior Tax Planner and Strategist
3 weeks ago
Salary: $80,000 - $110,000 per year, depending on experience and qualifications.
Job DescriptionAs a Senior Tax Planner and Strategist at Hantz Group, you will play a critical role in developing and implementing tax strategies that minimize clients' tax liability. Working closely with Financial Advisors, you will analyze complex tax situations, prepare tax projections, and develop customized plans to optimize clients' financial outcomes.
Key Responsibilities:
- Analyze tax liabilities and develop strategies to minimize them
- Prepare and deliver presentations to clients and prospective clients
- Collaborate with other specialists to identify opportunities for clients
- Develop and maintain a portfolio of high-net-worth clients
- Maintain accurate records and comply with industry regulations
Required Skills and QualificationsEssential Skills and Experience:
- 6+ years of relevant experience preparing and reviewing federal, state, and local tax returns
- Active Enrolled Agent or Certified Public Accountant license
- Experience with CCH Axcess Software
- Strong leadership qualities and entrepreneurial spirit
Preferred Skills and Qualifications:
- Bachelor's Degree in Accounting, Finance, or related field
- Excellent written and verbal communication skills
- Ability to work in a fast-paced environment with multiple priorities
BenefitsWe Offer:
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K Plan
- Voluntary Life Insurance
- Flexible Spending Accounts
Why Join Us?Hantz Group is an equal opportunity employer committed to creating a diverse and inclusive work environment. We believe in fostering a culture of innovation, teamwork, and continuous learning.
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