Senior Tax Planner & Strategy Expert

Hantz Group; Clinton Township (NJ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Vol LTD

Vol Life

Flexible Spending

Job summary

Hantz Group is seeking an Advanced Tax Planner to join its tax strategy team. You will analyze tax liability, prepare projections, and file returns for high-net-worth clients while delivering client presentations.

You will develop and maintain a client base, market tax plans, and work with a team of professionals to optimize tax outcomes. Candidates must be licensed and ready to navigate IRS/state compliance.

Qualifications

• Bachelor's Degree in Accounting, Finance or related field.
• Active Enrolled Agent (EA) or Certified Public Accountant (CPA) license.
• Active PTIN.
• 6+ years' experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts.
• Experience with CCH Axcess Software preferred.
• Strong written and verbal communication skills.
• Self-motivated with an entrepreneurial spirit.

Responsibilities

• Analyze tax liability for clients across entities and income levels.
• Prepare tax projections and tax returns for individuals, partnerships, corporations, and trusts.
• Prepare and deliver presentations to clients and prospective clients.
• Develop and maintain an expanding client base and market tax plans.
• Attend meetings and continuing education sessions.
• Represent clients before the IRS and state revenue departments.
• Collaborate with a team of financial professionals to service higher income and net worth clients.

Skills

Communication skills

Leadership

Entrepreneurial spirit

Basic computer skills

Education

Bachelor's Degree in Accounting, Finance or related field

Tools

CCH Axcess Software

Job description

Hantz Group is seeking an Advanced Tax Planner to join its tax strategy team. You will analyze tax liability, prepare projections, and file returns for high-net-worth clients while delivering client presentations.

You will develop and maintain a client base, market tax plans, and work with a team of professionals to optimize tax outcomes. Candidates must be licensed and ready to navigate IRS/state compliance.