Senior Tax Planning Specialist

Job overview

The Senior Tax Planning Specialist role is onsite in Independence, OH, with compensation of $80,000–$120,000 per year. Hantz Group is a financial company and family office that coordinates services to help individuals and businesses pursue financial goals. The specialist works with financial advisors and other professionals to plan for clients' tax situations, prepare returns, and identify strategies to reduce future tax liability. The role combines ongoing tax analysis with client service and compliance responsibilities.

What you'll do

• Analyze tax liability
• prepare tax projections and tax returns
• present to clients and prospective clients
• develop and maintain a client base
• market and sell tax plans
• attend meetings and continuing education
• collaborate with financial professionals
• comply with industry rules and regulations
• represent clients before the IRS and state revenue departments.

What we're looking for

Skills & competencies

senior tax planning specialist

tax planning

tax analysis

tax projections

tax returns

client presentations

financial services

independence oh

hantz group

$80k–$120k

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• paid time off
• 401(k)
• voluntary long-term disability and life insurance
• flexible spending account. Eligibility requirements vary.

Why this role

Bachelor's degree in accounting, finance, or a related field required; relevant tax-return preparation experience required. Enrolled Agent or CPA license preferred; PTIN required or must be obtainable.

About the employer

Hantz Group is hiring for this role. Industry: Tax Preparation Services. Sector: 54.