Tax Planning Specialist
4 weeks ago
Hantz Group is a leading financial services company that provides comprehensive tax planning and financial management solutions to individuals and businesses. As an Advanced Tax Planner, you will play a key role in helping our clients achieve their financial goals by minimizing their tax liability and maximizing their wealth.
Tax Planning and Strategy
Our tax specialists work closely with financial advisors to develop customized tax plans that take into account our clients' unique financial situations. As an Advanced Tax Planner, you will be responsible for analyzing tax liability, preparing tax projections, and preparing and filing tax returns. You will also collaborate with other specialists to identify opportunities for our clients to reduce their tax burden.
Essential Job Functions:
- Analyze tax liability and develop strategies to minimize tax burden
- Prepare tax projections and forecasts
- Prepare and file tax returns
- Develop and maintain client relationships
- Market and sell tax planning services
- Attend meetings and continuing education sessions
- Comply with industry regulations and standards
- Represent clients in front of tax authorities
- Perform other tasks as assigned
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
- Active Preparer Tax Identification Number (PTIN)
- Experience with CCH Axcess Software preferred
Benefits:
- Health, dental, and vision insurance
- 401K and flexible spending accounts
- Opportunities for professional growth and development
About Hantz Group:
Hantz Group is a Michigan-based financial services company that provides comprehensive financial management solutions to individuals and businesses. We are committed to helping our clients achieve their financial goals and live a more secure and prosperous life. We are an equal opportunity employer and welcome applications from qualified candidates.
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