Senior Tax Planning Specialist

3 weeks ago


MI United States Hantz Group Full time
{"Job Title": "Senior Tax Planning Specialist", "Job Summary": "At Hantz Group, we are seeking a highly motivated and experienced Senior Tax Planning Specialist to join our team. As a key member of our financial services team, you will work closely with our financial advisors to develop and implement tax strategies that minimize our clients' tax liability.

Responsibilities:

* Analyze tax liability and develop tax projections
* Prepare and file tax returns
* Collaborate with financial advisors to develop financial strategies
* Develop and maintain client relationships
* Market and sell tax plans
* Attend meetings and continuing education sessions
* Comply with industry rules and regulations
* 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

Eligibility Requirements Vary

Hantz Group is an equal opportunity employer and does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.", "Company Overview": "Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We offer a multitude of services tailored to each individual client, including tax strategy and planning. Our team of professionals is dedicated to delivering superior outcomes for our clients, reducing stress and saving time so they can focus on what's most important for their families.", "Key Skills": "Tax planning, tax strategy, financial planning, accounting, finance, enrolled agent, certified public accountant, leadership, communication, teamwork, problem-solving, analytical skills"}
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