Description
Hantz Group is hiring an Advanced Tax Planning Specialist to work with Financial Advisors on tax strategy and planning for higher-income and net-worth clients. The role analyzes tax liability, prepares tax projections and returns, presents tax plans, develops and markets a client base, represents clients before the IRS and state revenue departments, and collaborates with 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.
