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Tax Planning Specialist

1 month ago

Southfield, Michigan, 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 tax planning department, you will work closely with financial advisors to develop comprehensive tax strategies for our clients.

Key Responsibilities
  • Analyze tax liability and develop strategies to minimize tax burden
  • Prepare and file tax returns for individuals, partnerships, corporations, and trusts
  • Collaborate with financial advisors to identify opportunities for clients
  • Develop and maintain client relationships
  • Market and sell tax planning services
  • Attend meetings and continuing education sessions to stay up-to-date on industry developments
Requirements
  • Bachelor's degree in Accounting, Finance, or related field
  • 6+ years of experience in tax planning and preparation
  • Active Enrolled Agent or Certified Public Accountant license
  • Preparer Tax Identification Number (PTIN)
  • Experience with CCH Axcess Software preferred
Benefits
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment

Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates.