Senior Tax Strategy Architect

Hantz Group; Independence (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Job summary

A financial services company in Ohio is seeking a Senior Tax Planning Specialist to analyze tax liabilities, prepare tax returns, and collaborate with financial advisors on strategic planning. The ideal candidate will possess a Bachelor's degree in Accounting or Finance and have at least one year of tax preparation experience. This role offers benefits including health insurance, paid time off, and a 401K plan.

Qualifications

• Must manage multiple clients and prioritize effectively.
• 1+ years of experience preparing federal, state, and local tax returns.
• Enrolled Agent or CPA preferred.

Responsibilities

• Analyze tax liabilities and prepare returns.
• Develop financial strategies with advisors to minimize tax liability.
• Represent clients at the IRS and state revenue departments.

Skills

Ability to manage competing priorities

Strong communication skills

Basic computer skills

Leadership qualities

Self-motivated

Education

Bachelor’s Degree in Accounting, Finance, or related field

Experience preparing tax returns

Enrolled Agent or CPA license

Tools

Microsoft Office

CCH Axcess Software

Job description

A financial services company in Ohio is seeking a Senior Tax Planning Specialist to analyze tax liabilities, prepare tax returns, and collaborate with financial advisors on strategic planning. The ideal candidate will possess a Bachelor's degree in Accounting or Finance and have at least one year of tax preparation experience. This role offers benefits including health insurance, paid time off, and a 401K plan.