Tax Planning Specialist

6 hours ago


Independence, Missouri, United States Hantz Group Full time

bJob Title:/b Advanced Tax PlannerbrbrbAbout the Role:/bbrbrAs a Tax Planning Specialist at Hantz Group, you will work closely with our team of financial advisors to develop comprehensive tax strategies for our clients. Your expertise in tax planning will help minimize our clients' tax liabilities and ensure compliance with all relevant laws and regulations.brbrbKey Responsibilities:/bbrbr- Analyze tax liabilities and develop strategies to minimize tax burdensbr- Prepare and file tax returns for individuals, partnerships, corporations, and trustsbr- Collaborate with financial advisors to develop financial strategies and reduce client tax liabilitybr- Prepare and deliver presentations to clients and prospective clientsbr- Develop and maintain a client basebr- Market and sell appropriate tax plansbr- Attend meetings and continuing education sessionsbrbrbRequirements:/bbrbr- Bachelor's Degree in Accounting, Finance, or related fieldbr- 6+ years' relevant experience preparing and reviewing federal, state, and local tax returnsbr- Active Enrolled Agent or Certified Public Accountant licensebr- Active Preparer Tax Identification Number (PTIN)brbrbWhat We Offer:/bbrbr- Competitive salary and benefits packagebr- Opportunities for professional growth and developmentbr- Collaborative and dynamic work environmentbrbrbAbout Hantz Group:/bbrbrHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We offer a range of services tailored to each client's needs, and our team of experts is dedicated to delivering superior outcomes.brbrbEqual Employment Opportunity:/bbrbrHantz Group is an equal opportunity employer and welcomes applications from diverse candidates.



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