Tax Planning Strategist
4 weeks ago
Hantz Group, a leading financial services company, is seeking a skilled Tax Planning Specialist to join our team. As a Tax Planning Specialist, you will play a crucial role in developing financial strategies and reducing individual clients' tax liability.
Key Responsibilities- Analyze tax liability and prepare tax projections
- Prepare and file tax returns
- Develop and maintain client relationships
- Market and sell tax plans
- Attend meetings and continuing education sessions
- Collaborate with financial advisors to deliver holistic financial solutions
- 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
- Health/Dental/Vision Insurance
- Paid Time Off
- 401K
- Voluntary Life Insurance
- Flexible Spending Account
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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