Tax Planning Consultant

1 week ago


Willoughby, Ohio, United States Hantz Group Full time

As a Financial Tax Strategist at Hantz Group, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual clients' tax liability. Your role will involve analyzing tax liability, preparing tax projections, and preparing and filing tax returns.

With over $11 billion in assets under management, we offer a multitude of services tailored to each individual client. Our holistic approach ensures that our clients receive superior outcomes for their financial goals. As a Tax Planning Specialist, you will collaborate with the other specialists to find opportunities for your clients and take a proactive approach to minimize their taxes in the future.

The ideal candidate will have a Bachelor's Degree in Accounting, Finance, or a related field and 1 year of relevant experience preparing federal, state, and local tax returns for individuals. Strong leadership qualities, work ethic, and an entrepreneurial spirit are essential for this role. The estimated salary for this position is around $60,000 - $80,000 per year, depending on experience.

We offer a comprehensive benefits package, including health insurance, paid time off, and a 401(k) plan. If you are a highly motivated and self-starter looking for a challenging role, apply now to join our team at Hantz Group.



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