Senior Tax Planner Specialist

3 weeks ago


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

Hantz Group, a leading financial services company in Michigan and northern Ohio, is seeking an experienced Senior Tax Planner Specialist to join our team. This role offers a unique opportunity to work with high-income clients, providing expert tax planning strategies to minimize their tax liability.

Job Responsibilities
  • Develop comprehensive tax plans for individuals, partnerships, corporations, and trusts.
  • Analyze complex tax situations and identify opportunities to reduce tax liability.
  • Prepare and file tax returns, ensuring accuracy and compliance with all regulations.
  • Collaborate with financial advisors to create personalized financial strategies for clients.
  • Communicate effectively with clients, presenting tax plans and recommendations.
Requirements
  • Bachelor's degree in Accounting, Finance, or related field.
  • 6+ years of experience preparing and reviewing federal, state, and local tax returns.
  • Active Enrolled Agent or Certified Public Accountant license.
  • Preparer Tax Identification Number (PTIN).
  • Experience with CCH Axcess Software preferred.
Benefits
  • Competitive salary: $80,000 - $110,000 per year.
  • Health/Dental/Vision Insurance.
  • Paid Time Off.
  • 401K plan.
  • Voluntary Life Insurance.
  • Flexible Spending Accounts.

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