Tax Planning Specialist

3 weeks ago

Saginaw, United States Hantz Group Full time
Job DescriptionJob Description

 

Tax Planning Specialist

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 Planning

Our 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 a 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 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
  • Bachelor’s Degree in Accounting, Finance, or related field
  • 1-year relevant experience preparing federal, state, and local tax returns for individuals
  • Enrolled Agent or Certified Public Accountant license preferred
  • Must possess or be able to obtain Preparer Tax Identification Number (PTIN)
  • Strong written and verbal communication skills
  • Highly motivated and a self-starter
  • Strong leadership qualities, work ethic and an entrepreneurial spirit  
  • 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.

Powered by JazzHR

YQhMTlXjkB

  • Tax Planning Specialist

    1 week ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax Planning SpecialistHantz 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...

  • Senior Tax Specialist

    4 days ago

    Saginaw, United States The Ladders Full time

    Senior Tax Planning Specialist 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...

  • Senior Tax Specialist

    1 month ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob Description Hantz Group Senior Tax Planning SpecialistHantz 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...

  • Senior Tax Specialist

    1 month ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob Description Hantz Group Senior Tax Planning SpecialistHantz 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...

  • Senior Tax Specialist

    3 weeks ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob Description Hantz Group Senior Tax Planning SpecialistHantz 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...

  • Senior Tax Specialist

    1 week ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob DescriptionSenior Tax Planning SpecialistHantz 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...

  • Advanced Tax Planner

    3 weeks ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob Description Advanced 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...

  • Advanced Tax Planner

    1 month ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob Description Advanced 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...

  • Advanced Tax Planner

    1 week ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob DescriptionAdvanced Tax PlannerHantz 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...

  • Tax Intern

    1 week ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax InternHantz 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...

  • Financial Planning Assistant

    1 week ago

    Saginaw, United States Hantz Group Full time

    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...

  • Planning Analyst

    1 month ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob DescriptionHantz 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 offers a multitude of services tailored to each individual    client. We deliver a team of professionals that are experts in their specific disciplines, yet...

  • Accelerated Tax Associate

    1 month ago

    Saginaw, United States H&R Block Full time

    **510442BR** **Title:** Accelerated Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel...

  • Block Advisors Tax Advisor_

    1 week ago

    Saginaw, United States H&R Block Full time

    **517311BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...

  • Financial Planning Assistant

    1 month ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning Assistant             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 offers a multitude of services tailored to each individual client. We deliver a team of professionals that...

  • Financial Planning Assistant

    1 month ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning Assistant             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 offers a multitude of services tailored to each individual client. We deliver a team of professionals that...

  • Planning Analyst

    1 week ago

    Saginaw, United States Hantz Group Full time

    Job DescriptionJob DescriptionPlanning Analyst InternHantz 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...

  • Hearing Instrument Specialist

    1 month ago

    Saginaw, United States Lucid Hearing Full time

    Job DescriptionJob DescriptionJob DescriptionHearing Instrument Specialist / Audiologist Sam’s Club Saginaw, MI, USAFull-timePosition: Specialist (HIS or AuD) Job DescriptionOur Mission: "Helping People Hear Better"About this Hearing Specialist / Audiologist opportunity in Saginaw, MI: Lucid Hearing is looking for a hearing instrument specialist near...

  • Physician Integration Specialist

    1 month ago

    Saginaw, United States Covenant Healthcare Full time

    Covenant HealthCare US:MI:SAGINAW 8:00 AM - 4:30 PM, MONDAY - FRIDAY FULL TIME BENEFITED - 80 HOURS PER PAY Summary: The Physician Integration Specialist - Primary Care will report to CHP Finance Manager and PHO Director of Covenant HealthCare Partners (CHP) and will work as a key member of the CHP team to ensure business practices and policies are...

  • Member Services Specialist/Teller

    1 month ago

    Saginaw, United States Dow Credit Union Full time

    Job DescriptionJob DescriptionMember Services SpecialistDow Credit Union in Saginaw, MI is seeking a dedicated and customer-oriented individual to join our team as a Member Services Specialist/Teller. In this role, you will serve as the primary point of contact for our credit union members, assisting them with their inquiries, account transactions, and...