Description
Hantz Group is hiring an Advanced Tax Planning Specialist to work with Financial Advisors on tax strategy and planning for higher-income and high-net-worth individuals, partnerships, corporations, and trusts. The role analyzes tax liability, prepares tax projections and returns, presents tax plans to clients, develops and markets the client base, represents clients before the IRS and state revenue departments, and collaborates with a team of financial professionals. Candidates need a bachelor’s degree in accounting, finance, or a related field, at least six years of relevant tax-return experience, an active Enrolled Agent or Certified Public Accountant license, and an active PTIN; CCH Axcess experience is preferred. Benefits include health, dental, and vision insurance, paid time off, a 401(k), and other retirement and life benefits.
