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 tax projections and returns, collaborate with other specialists, and present findings to clients.

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
• Collaborate 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
• Perform Other Tasks Assigned

Education/Knowledge & Skills

• Ability to Manage Priorities and Deadlines
• Strong Professional and Personal Accountability
• Basic Computer Skills and Experience with Microsoft Office Applications
• Bachelor’s Degree in Accounting, Finance, or Related Field
• One 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 Self-Starters
• Strong Leadership Qualities, Work Ethic, and 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 (Eligibility Requirements Vary)