Senior Tax Strategy & Planning Specialist

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

Voluntary Life Insurance

Flexible Spending Account

Job summary

A financial services company based in Ohio is seeking a Tax Planner to analyze tax liabilities and prepare tax returns for clients. The ideal candidate will have over 6 years of experience along with a relevant degree and CPA designation. Responsibilities include managing client relationships, delivering financial strategies, and ensuring compliance with tax regulations. This position offers comprehensive benefits including health insurance and a 401K plan.

Qualifications

• Manage multiple clients with stringent deadlines.
• Prepare and review federal, state, local tax returns.
• Motivate and lead in a team-oriented financial environment.

Responsibilities

• Analyze Tax Liability for clients.
• Prepare and file Tax Returns efficiently.
• Market and sell appropriate tax plans to clients.

Skills

Ability to effectively manage competing priorities

Strong written and verbal communication skills

Strong leadership qualities

Basic computer skills with Microsoft Office

Highly motivated and a self-starter

Education

Bachelor’s Degree in Accounting, Finance or related field

Enrolled Agent or Certified Public Accountant license

Active Preparer Tax Identification Number (PTIN)

6+ years’ experience preparing tax returns

Tools

CCH Axcess Software

Job description

A financial services company based in Ohio is seeking a Tax Planner to analyze tax liabilities and prepare tax returns for clients. The ideal candidate will have over 6 years of experience along with a relevant degree and CPA designation. Responsibilities include managing client relationships, delivering financial strategies, and ensuring compliance with tax regulations. This position offers comprehensive benefits including health insurance and a 401K plan.