Senior Tax Strategist

2 weeks ago


Panama City, Florida, United States Hantz Group Full time
Job Opportunity

Hantz Group, a leading financial services company, is seeking a highly skilled Senior Tax Strategist to join our team. As a key member of our tax planning department, you will play a critical role in helping our clients achieve their financial goals.

Job Summary

We are looking for a talented individual with expertise in tax planning and compliance to join our team. As a Senior Tax Strategist, you will be responsible for analyzing tax liabilities, preparing tax projections, and developing financial strategies to minimize clients' tax liabilities.

Key Responsibilities
  • Analyze tax liabilities and develop strategies to minimize tax burdens
  • Prepare tax projections and forecasts for clients
  • Collaborate with financial advisors to develop comprehensive financial plans
  • Prepare and file tax returns for individuals, partnerships, corporations, and trusts
  • Develop and maintain client relationships and provide exceptional customer service
  • Stay up-to-date with changes in tax laws and regulations
  • Represent clients in front of the IRS and state revenue departments
Requirements
  • Bachelor's degree in Accounting, Finance, or related field
  • 6+ years of experience in tax planning and compliance
  • Active Enrolled Agent or Certified Public Accountant license
  • Active Preparer Tax Identification Number (PTIN)
  • Experience with CCH Axcess Software preferred
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

Hantz Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all individuals.



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