
Senior Tax Strategy Specialist for High‑Net‑Worth Clients
Hantz Group, Willoughby, OH, United States
A financial services company is seeking an Advanced Tax Planner to collaborate with Financial Advisors in developing strategies to minimize client tax liabilities. Responsibilities include analyzing tax situations, preparing tax returns, and presenting to clients. The ideal candidate will have a Bachelor's Degree in Accounting or Finance, a CPA license, and over six years of relevant experience. This is a full-time position located in Willoughby, Ohio, with benefits including health insurance and a 401K plan.
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