What are the responsibilities and job description for the Corporate Tax Strategist position at Hantz Group?
Company Overview
Hantz Group is a Michigan-based financial company that provides services to individuals and businesses, helping them achieve their financial goals. We are a Family Office with multiple offices throughout the state of Michigan and northern Ohio.
Job Description
We are seeking a Tax Planning Specialist to work as part of a team with Financial Advisors to develop financial strategies and reduce individual client's tax liability. The successful candidate will analyze tax liability, prepare tax projections, and market and sell appropriate tax plans. Additionally, they will take a holistic approach with a team of financial professionals to service clients.
Required Skills and Qualifications
To be successful in this role, you will need:
Hantz Group is a Michigan-based financial company that provides services to individuals and businesses, helping them achieve their financial goals. We are a Family Office with multiple offices throughout the state of Michigan and northern Ohio.
Job Description
We are seeking a Tax Planning Specialist to work as part of a team with Financial Advisors to develop financial strategies and reduce individual client's tax liability. The successful candidate will analyze tax liability, prepare tax projections, and market and sell appropriate tax plans. Additionally, they will take a holistic approach with a team of financial professionals to service clients.
Required Skills and Qualifications
To be successful in this role, you will need:
- Bachelor's Degree in Accounting, Finance, or a related field.
- 1-year relevant experience preparing federal, state, and local tax returns for individuals.
- Enrolled Agent or Certified Public Accountant license preferred.
- Must possess or be able to obtain Preparer Tax Identification Number (PTIN).
- Strong leadership qualities, work ethic, and an entrepreneurial spirit.
