Tax Strategy Specialist

4 days ago


De Witt, Iowa, United States Hantz Group Full time
Job Overview

Hantz Group is a reputable financial services company serving individuals and businesses across Michigan and northern Ohio.

Salary Range:

$100,000 - $150,000 per year, based on experience.

Key Responsibilities:
  • Analyze tax liabilities to minimize future tax burdens for clients.
  • Collaborate with financial advisors to develop comprehensive financial strategies.
  • Prepare and file tax returns, ensuring accuracy and compliance with regulations.
  • Deliver presentations to clients and prospects, showcasing tax planning expertise.
  • Maintain and grow client relationships, identifying opportunities for tax savings.
Required Skills and Qualifications:
  • Enrolled Agent or Certified Public Accountant license.
  • 6+ years of experience in tax preparation and review, with expertise in federal, state, and local tax laws.
  • Strong leadership qualities, work ethic, and entrepreneurial spirit.
  • Excellent written and verbal communication skills.
  • Basic computer skills and proficiency in Microsoft Office applications.
Benefits:
  • Comprehensive health, dental, and vision insurance.
  • Paid time off and 401(k) retirement plan.
  • Voluntary life and disability insurance options.
  • Flexible spending account for eligible expenses.

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