Senior Tax Planning Advisor

Join Hantz Group, a dynamic financial company dedicated to helping individuals and businesses reach their financial aspirations. As a reputable Family Office managing over $11B+ in assets with more than 600 skilled employees across 20+ offices, we offer a comprehensive array of services tailored to meet the unique needs of each client. We pride ourselves on our collaborative team of experts who work together to create outstanding outcomes for our clients, allowing them to focus on what matters most.

As a Senior Tax Planning Advisor, you will play a critical role in providing proactive tax strategies to minimize clients' future tax liabilities. This role involves a year‑round monitoring of clients' tax situations to ensure timely tax projections and informed decision‑making.

• Conduct thorough analyses of clients' tax liabilities.
• Prepare accurate tax projections in advance of filing.
• Efficiently prepare and file federal, state, and local tax returns.
• Prepare and deliver informative presentations for clients and prospects.
• Develop and maintain a robust client base.
• Promote and sell tailored tax planning solutions.
• Engage in meetings and ongoing education to stay current in the field.
• Collaborate with a team of financial professionals to adopt a holistic approach in client service.
• Adhere to industry regulations and compliance requirements.
• Represent clients before the IRS and state revenue departments.
• Complete any additional tasks as assigned.

• Proven ability to manage multiple priorities under tight deadlines.
• Strong sense of accountability and professionalism.
• Proficient in Microsoft Office Suite and other basic computer applications.
• Bachelor's Degree in Accounting, Finance, or a related discipline.
• At least 1 year of relevant experience in tax return preparation for individuals.
• Preferred qualifications include Enrolled Agent or Certified Public Accountant licensure.
• Must possess or be able to obtain a Preparer Tax Identification Number (PTIN).
• Exemplary written and verbal communication skills.
• Highly driven, self‑motivated individual.
• Demonstrated leadership qualities, work ethic, and entrepreneurial mindset.
• Experience with CCH Axcess Software is a plus.

• Comprehensive Health/Dental/Vision Insurance.
• Generous Paid Time Off.
• 401K Plan.
• Voluntary Long-Term Disability and Life Insurance options.
• Flexible Spending Accounts.

At Hantz Group, we are committed to equal employment opportunities and do not discriminate based on race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.