Senior Tax Specialist

Tax Strategy and Planning

Hantz Group provides strategies on minimizing clients' taxes through proactive planning throughout the year. As a Tax Planning Specialist, you will work with Financial Advisors to develop financial strategies and reduce individual client's tax liability. You will also prepare and file tax returns, prepare presentations, and market appropriate tax plans.

Essential Job Functions

• Analyze Tax Liability
• Prepare Tax Projections
• Prepare and file Tax Returns
• Prepare and deliver presentations to clients and prospective clients
• Develop and maintain client base
• Market and sell appropriate tax plans
• Attend meetings and continuing education sessions
• Take a holistic approach with a team of financial professionals to service clients
• Comply with all industry rules and regulations
• Represent clients in front of the IRS and state revenue departments
• All other tasks assigned

Education/Knowledge & Skills

• Ability to effectively manage competing priorities, stringent deadlines, and multiple clients
• Strong sense of professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• Bachelor’s Degree in Accounting, Finance, or related field
• 1-year relevant experience preparing federal, state, and local tax returns for individuals
• Enrolled Agent or Certified Public Accountant license preferred
• Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
• Strong written and verbal communication skills
• Highly motivated and a self-starter
• Strong leadership qualities, work ethic, and an entrepreneurial spirit
• Experience with CCH Axcess Software preferred

Benefits

• Health/Dental/Vision Insurance
• Paid Time Off
• 401K
• Voluntary Life Insurance
• Voluntary Disability Insurance
• Flexible Spending Accounts

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.