Tax Planning Specialist

Tax Planning Specialist

Join to apply for the Tax Planning Specialist role at Hantz Group
. Our Tax Specialists provide proactive strategies to minimize client tax liability throughout the year.

• Analyze client tax liability and prepare projections.
• Prepare and file federal, state, and local tax returns.
• 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 and represent clients before IRS and state revenue departments.

• 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).
• Ability to effectively manage competing priorities, strict deadlines, and multiple clients.
• Strong written and verbal communication skills; highly motivated and self-starter.
• Basic computer skills and experience with Microsoft Office applications; experience with CCH Axcess Software preferred.

• Health/Dental/Vision insurance.
• Paid time off (PTO).
• 401(k) plan.
• Volunteer time off (VTO).
• Volunteer life insurance.
• Flexible spending account.

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.