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Senior Tax Strategy Specialist ‑Net‑Worth Clients
Job in
Willoughby, Lake County, Ohio, 44094, USA
Listed on 2026-03-22
Listing for:
Hantz Group
Full Time
position Listed on 2026-03-22
Job specializations:
-
Finance & Banking
Accounting & Finance -
Accounting
Accounting & Finance
Job Description & How to Apply Below
A financial services company is seeking an Advanced Tax Planner to collaborate with Financial Advisors in developing strategies to minimize client tax liabilities. Responsibilities include analyzing tax situations, preparing tax returns, and presenting to clients. The ideal candidate will have a Bachelor's Degree in Accounting or Finance, a CPA license, and over six years of relevant experience. This is a full-time position located in Willoughby, Ohio, with benefits including health insurance and a 401K plan.
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Position Requirements
10+ Years
work experience
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