Advanced Tax Planner

3 months ago


Canton, United States Hantz Group Full time
Job DescriptionJob DescriptionAdvanced Tax Planner

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.
  Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.
As an Advanced Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.
 Essential Job Functions:
  • Analyze Tax Liability
  • Prepare Tax Projections
  • Prepare and file Tax Returns
  • Prepare and deliver presentations to clients and prospective clients
  • Develop and maintain client base
  • Market and sell appropriate tax plans
  • Attend meetings and continuing education sessions
  • Take a holistic approach with a team of financial professionals to service higher income and net worth clients.
  • Comply with all industry rules and regulations
  • Represent clients in front of the IRS and state revenue departments
  • All other task assigned
 Education/Knowledge & Skills:
  • Ability to effectively manage competing priorities, stringent deadlines, and multiple clients
  • Strong sense of professional and personal accountability
  • Basic computer skills and experience with Microsoft Office applications
  • Strong written and verbal communication skills
  • Highly motivated and a self-starter
  • Strong leadership qualities, work ethic and an entrepreneurial spirit  
  • Bachelor’s Degree in Accounting, Finance or related field
  • 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
  • Must possess active Enrolled Agent or Certified Public Accountant license
  • Must possess active Preparer Tax Identification Number (PTIN)
  • Experience with CCH Axcess Software preferred 
 Benefits:
  • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
    • Eligibility Requirements Vary


The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.

As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

 

Powered by JazzHR

hYmgtXJQ4p


  • Senior Demand Planner

    23 hours ago


    Canton, United States CAIRE Inc. Full time

    Come join a dynamic newly formed Medical Supply manufacturer on the move. O2 is what we do!Leading global manufacturer of oxygen therapy and cardiorespiratory diagnostic equipment, CAIRE Inc. has operations around the globe with its new Global Service Headquarters in Ball Ground, GA, The move by the company is designed to advance long-term plans to enhance...

  • Senior Demand Planner

    16 hours ago


    Canton, United States CAIRE Inc. Full time

    Come join a dynamic newly formed Medical Supply manufacturer on the move. O2 is what we do!Leading global manufacturer of oxygen therapy and cardiorespiratory diagnostic equipment, CAIRE Inc. has operations around the globe with its new Global Service Headquarters in Ball Ground, GA, The move by the company is designed to advance long-term plans to enhance...


  • Canton, Ohio, United States Creative Financial Staffing Full time

    Tax Compliance AnalystBecome a part of a distinguished organization recognized for its skilled workforce, supportive atmosphere, and dedication to excellence.Reasons to Explore the Tax Compliance Analyst Position:Engage in a constructive and team-oriented setting with a flexible work arrangement.Benefit from a comprehensive package that includes health...


  • Canton, Massachusetts, United States Gray Gray & Gray Full time

    About Our FirmGray, Gray & Gray is a leading independent full-service consulting, accounting, and advisory firm in New England. We're committed to growth, development, and teamwork.Role DescriptionWe're seeking a Tax Senior to join our growing team. As a Tax Senior, you'll assume responsibility for performing tax engagements with minimal supervision. You'll...

  • Tax Senior Accountant

    2 weeks ago


    Canton, Massachusetts, United States Gray Gray & Gray Full time

    About Our FirmGray, Gray & Gray is a leading independent full-service consulting, accounting, and advisory firm in New England, recognized for its rapid growth and commitment to excellence. We seek highly motivated professionals who embody a strong work ethic, a passion for learning, and a dedication to teamwork.Role DescriptionWe are seeking a Tax Senior to...

  • Tax Senior Accountant

    4 weeks ago


    Canton, United States Gray Gray & Gray Full time

    TAX SENIORAbout Our Firm: Gray, Gray & Gray is one of New England’s fastest growing independent full-service consulting, accounting and advisory firms and we are looking for highly motivated, enthusiastic professionals who are true team players and possess a high level of commitment to growth and development to join our Team. Join us in our beautiful...

  • Tax Senior Accountant

    2 weeks ago


    Canton, Massachusetts, United States Gray Gray & Gray Full time

    About Our FirmGray, Gray & Gray is a leading independent full-service consulting, accounting, and advisory firm in New England, recognized for its rapid growth and commitment to excellence. We seek highly motivated and enthusiastic professionals who embody a strong work ethic and a passion for growth and development to join our team.Role DescriptionWe are...

  • Nurse Practitioner

    3 weeks ago


    Canton, United States Illumia Full time

    Our Company:  Illumia Health is a fast-growing part of Gentiva, an industry leader in hospice and palliative care. Our clinical teams serve as an extension of physicians’ care, partnering with them and other specialists to offer advanced illness management, a specialized form of high-touch palliative care designed to provide relief from the symptoms and...

  • Palliative Care RN

    3 weeks ago


    Canton, United States Illumia Full time

    Our Company: Hospice Plus, part of the Gentiva family of hospice, home health, palliative, and community care providers, focuses on clinical excellence with compassion and dignity. Our company culture centers around humility, servant leadership, empathy, and innovation while we serve as a leader in the home care industry. Our people and our patient care...


  • Canton, United States Hantz Group Full time $36,000 - $50,000

    Job DescriptionJob DescriptionFinancial Planning AssistantHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual...


  • Canton, Ohio, United States Creative Financial Staffing Full time

    Tax Compliance AnalystBecome a part of a distinguished organization recognized for its skilled workforce, supportive atmosphere, and dedication to excellence.Reasons to Explore the Tax Compliance Analyst Position:Engage in a constructive and cooperative workplace with a flexible work arrangement.Benefit from attractive perks including health insurance, a...


  • Canton, Ohio, United States GHR Healthcare - Travel Division Full time

    GHR Healthcare - Travel Division is seeking a skilled Operating Room Nurse for a travel nursing opportunity in Georgia. The ideal candidate will have experience in OR settings and be able to work 12 hour shifts, 36 hours per week. This position is a 12-week assignment with a tax-free stipend to be determined. As a travel nurse with GHR Healthcare, you will...


  • Canton, Ohio, United States GHR Healthcare Full time

    GHR Healthcare is seeking a skilled travel nurse RN First Assist for a 13-week assignment in Ohio. The ideal candidate will have experience in first assist and a strong background in nursing. The position offers a competitive pay package and a tax-free stipend. As a travel nurse with GHR Healthcare, you will have the opportunity to work with a dedicated team...

  • Escrow Specialist

    4 days ago


    Canton, United States Dollar Bank Full time

    Job DescriptionThe Escrow Specialist plays a critical role in ensuring the timely payment of real estate taxes and hazard/flood insurance premiums. This position requires strong analytical and mathematical skills, as well as excellent communication and interpersonal skills.Key ResponsibilitiesBuild tax engines for script runs in Excel.Review tax/insurance...

  • Wealth Advisor

    2 months ago


    North Canton, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONWe are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that...

  • Wealth Advisor

    3 days ago


    North Canton, United States MAI Wealth Management, Inc. Full time

    GENERAL JOB DESCRIPTION We are currently seeking a Wealth Advisor to work directly with our clients and to assist in managing our growing business. The ideal candidate for this position has background providing sound financial advice to a wide range of individuals. The successful candidate joins a highly professional team that provides strategic advice to...


  • Canton, Georgia, United States GHR Healthcare Full time

    GHR Healthcare is seeking a skilled travel nurse for an Operating Room position in Georgia. The ideal candidate will have 12 weeks of experience working 36 hours per week, with a 12-hour day shift schedule. This travel nursing job offers a competitive pay package, including a tax-free stipend. As a travel nurse with GHR Healthcare, you'll have access to a...


  • Canton, Ohio, United States GHR Healthcare Full time

    GHR Healthcare is seeking a skilled travel nurse RN for an acute care position in a dynamic healthcare setting.**Job Details:*** Specialty: Acute Care* Discipline: RN* Duration: 12 weeks* Hours: 36 hours per week* Shift: 12 hours, nights* Employment Type: Travel**About the Role:**As a travel nurse RN with GHR Healthcare, you will have the opportunity to work...


  • Canton, Ohio, United States GHR Healthcare Full time

    GHR Healthcare - Travel Division is seeking a travel nurse RN for a 12-week assignment in Georgia. The position requires 36 hours of work per week, with 12-hour night shifts. The pay package is based on 12-hour shifts and includes a tax-free stipend. GHR Healthcare has been a leading provider of travel nursing services for over 30 years, offering competitive...

  • Payroll Administrator

    4 weeks ago


    Canton, United States A-Line Staffing Solutions Full time

    Title: Payroll Administrator Pay Rate: $23.50/hr Location: Canton, MI We are looking for an efficient HR Personnel Administrator who will be responsible for all aspects of the management of salary data, ensuring timesheets are accurate and payments are made on time. The ideal candidate for this role will provide administrative support by...