Senior Tax Strategy Consultant

Senior Tax Strategy Consultant Hantz Group is a leading financial firm committed to helping both individuals and businesses achieve their financial aspirations. With over $11B in assets under management and a dedicated team of over 600 professionals across 20+ offices, we pride ourselves on offering tailored services that meet the unique needs of our clients. Our holistic approach simplifies the financial process, reducing stress and enabling clients to focus on what matters most to their families. Our Tax Specialists provide essential strategies to minimize future tax liabilities, emphasizing a proactive approach that ensures ongoing monitoring and tax projections throughout the year prior to the final return preparation. As a Senior Tax Strategy Consultant, you will collaborate closely with Financial Advisors to craft comprehensive financial strategies aimed at reducing clients' tax burdens. Your responsibilities will include conducting tax analyses and preparing returns, while also collaborating with specialists across the organization to uncover additional opportunities for our clients. Key Responsibilities: Analyze tax liabilities to identify opportunities Prepare accurate tax projections Manage preparation and filing of tax returns Develop and deliver engaging presentations for clients Build and maintain strong relationships with clients Market and promote effective tax planning strategies Participate in educational sessions and team meetings Adopt a holistic service approach for high-net-worth clients Ensure compliance with all industry regulations Represent clients before the IRS and state revenue departments Perform any other assigned tasks as necessary Qualifications: Ability to manage multiple priorities and meet tight deadlines Proven accountability and strong work ethic Proficient in Microsoft Office applications Excellent written and verbal communication skills Self-motivated with strong leadership qualities Bachelor's Degree in Accounting, Finance, or a related field 6+ years of relevant experience in tax preparation and review Active Enrolled Agent or Certified Public Accountant license is required Possession of an active Preparer Tax Identification Number (PTIN) Experience with CCH Axcess Software is a plus Benefits: Comprehensive health, dental, and vision insurance Generous paid time off Retirement plan (401K) Voluntary life and disability insurance Flexible spending account options The Company is committed to equal opportunity and does not discriminate in employment practices based on any protected characteristic by law. As a rapidly growing organization, Hantz Group offers numerous career advancement opportunities across our multiple offices. We request that interested candidates apply to only one position; additional opportunities can be discussed during the interview process.

Created: 2026-03-04