Tax Strategy & Planning Specialist

Hantz Group; Clinton Township (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Hantz Group seeks a Tax Planning Specialist to partner with financial advisors in delivering proactive tax strategies for individuals. You will analyze liabilities, prepare projections, and file returns while expanding a client base through thoughtful planning and presentations.

Join a team of professionals across our Michigan offices, with opportunities to collaborate on comprehensive tax planning and year-round client service, while maintaining strict regulatory compliance and quality

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field.
• 1-year relevant experience preparing federal, state, and local tax returns for individuals.
• Enrolled Agent or CPA license preferred
• Must possess or be able to obtain PTIN

Responsibilities

• Analyze Tax Liability
• Prepare Tax Projections
• Prepare and file Tax Returns
• Prepare and deliver presentations to clients and prospective clients
• Develop and maintain client base
• Market and sell appropriate tax plans
• Attend meetings and continuing education sessions
• Represent clients before the IRS and state revenue departments
• All other task assigned

Skills

Time management

Prioritization

Client communication

Education

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

Enrolled Agent or CPA license preferred

PTIN (Preparer Tax Identification Number)

Tools

Microsoft Office

CCH Axcess

Job description

Hantz Group seeks a Tax Planning Specialist to partner with financial advisors in delivering proactive tax strategies for individuals. You will analyze liabilities, prepare projections, and file returns while expanding a client base through thoughtful planning and presentations.

Join a team of professionals across our Michigan offices, with opportunities to collaborate on comprehensive tax planning and year-round client service, while maintaining strict regulatory compliance and quality