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Senior Tax Planning Strategist Holistic Client Wealth
Job in
Willoughby, Lake County, Ohio, 44094, USA
Listed on 2026-03-05
Listing for:
Hantz Group
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Accounting & Finance -
Accounting
Accounting & Finance
Job Description & How to Apply Below
A financial services firm in Willoughby, Ohio, is seeking a Senior Tax Planning Specialist. This role involves developing financial strategies and minimizing tax liabilities for clients through thorough analysis and collaboration. Candidates should have a Bachelor’s degree in Accounting or Finance, relevant experience, and preferred certifications like CPA or Enrolled Agent. The firm offers a comprehensive benefits package including health insurance and retirement plans.
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Position Requirements
10+ Years
work experience
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