Senior Tax Strategy & Planning Lead

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

Benefits offered by this job

Health Insurance

401K

Paid Time Off

Vol LTD

Vol Life

Flexible Spending

Job summary

Hantz Group, a Michigan-based family office, seeks an Advanced Tax Planner to join our tax strategy and planning team. You will analyze tax liabilities, prepare projections and returns, and present plans to clients while expanding the client base.

Ideal candidates have 6+ years of experience, active EA or CPA license, and a degree in accounting or finance. Proficiency with CCH Axcess is preferred; join a collaborative team serving sophisticated clients.

Qualifications

• Strong written and verbal communication abilities.
• Ability to manage competing priorities and deadlines.
• Proactive and self-driven with entrepreneurial mindset.

Responsibilities

• Analyze tax liability for clients.
• Prepare tax projections and tax returns.
• Deliver client presentations and maintain client base.
• Market and sell tax plans; attend meetings and continuing education.

Skills

Communication skills

Education

Active EA or CPA license

Accounting degree

Tools

CCH Axcess

Job description

Hantz Group, a Michigan-based family office, seeks an Advanced Tax Planner to join our tax strategy and planning team. You will analyze tax liabilities, prepare projections and returns, and present plans to clients while expanding the client base.

Ideal candidates have 6+ years of experience, active EA or CPA license, and a degree in accounting or finance. Proficiency with CCH Axcess is preferred; join a collaborative team serving sophisticated clients.