Advanced Tax Planner
6 days ago
Hantz Group is a leading financial services company that provides comprehensive wealth management solutions to individuals and businesses. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. Our team of experts works collaboratively to deliver tailored services to each client, reducing stress and saving time so they can focus on what's most important.
Tax Strategy and PlanningOur Tax Specialists provide proactive tax planning strategies to minimize clients' tax liabilities in the future. We believe that tax planning is a continuous process that requires monitoring clients' tax situations throughout the year to deliver accurate tax projections before final tax return preparation.
Key Responsibilities:- Analyze tax liabilities and develop strategies to minimize them
- Prepare tax projections and returns
- Collaborate with financial advisors to develop financial strategies and reduce clients' tax liabilities
- Develop and maintain a client base
- Market and sell tax plans to clients
- Attend meetings and continuing education sessions to stay up-to-date on industry developments
- Take a holistic approach with a team of financial professionals to service high-income and net worth clients
- Comply with all industry rules and regulations
- Represent clients in front of the IRS and state revenue departments
- Ability to manage competing priorities, deadlines, and multiple clients
- Strong sense of professional and personal accountability
- Basic computer skills and experience with Microsoft Office applications
- Strong written and verbal communication skills
- Highly motivated and self-starter
- Strong leadership qualities, work ethic, and entrepreneurial spirit
- Bachelor's Degree in Accounting, Finance, or related field
- 6+ years' experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
- Active Enrolled Agent or Certified Public Accountant license
- Active Preparer Tax Identification Number (PTIN)
- 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 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.
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