We have other current jobs related to this field that you can find below

  • Tax Planning Specialist

    1 month ago

    Grandville, 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

    2 months ago

    Grandville, United States Hantz Group Full time

    Hantz Group 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...

  • Senior Tax Specialist

    1 month ago

    Grandville, 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...

  • Tax Specialist

    5 days ago

    Grandville, Michigan, United States ROBERT VAN LOOZENOORD CPA PC Full time

    Tax Specialist Role at ROBERT VAN LOOZENOORD CPA PCWe are in search of a Tax Specialist to contribute to our firm. This position entails the meticulous preparation and examination of financial documentation for our clients.Key Responsibilities:Evaluate and interpret accounting records, financial reports, and payroll obligations.Accurately prepare and...

  • Tax Associate

    1 month ago

    Grandville, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax AssociateHantz 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...

  • Advanced Tax Planner

    2 months ago

    Grandville, 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...

  • Advanced Tax Planner

    7 days ago

    Grandville, United States Hantz Group Full time $120,000 - $200,000

    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 month ago

    Grandville, 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

    2 months ago

    Grandville, 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...

  • Financial Planning Assistant

    7 days ago

    Grandville, 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...

  • Planning Analyst

    2 months ago

    Grandville, 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...

  • Tax Manager CPA

    7 days ago

    Grandville, United States Partners In Action, Inc. Full time

    Job DescriptionJob DescriptionThe CPA Group, a highly regarded CPA firm in Grandville, Michigan is seeking an experienced Sr. Level CPA to join their team. This position would involve providing high level of tax compliance, accounting, and business advisory services to our clients.This firm has a close-knit team of roughly 30 individuals, many of which are...

  • Tax Manager CPA

    1 month ago

    Grandville, United States Partners In Action, Inc. Full time

    Job DescriptionJob DescriptionThe CPA Group, a highly regarded CPA firm in Grandville, Michigan is seeking an experienced Sr. Level CPA to join their team. This position would involve providing high level of tax compliance, accounting, and business advisory services to our clients.This firm has a close-knit team of roughly 30 individuals, many of which are...

  • Senior Tax Consultant CPA

    7 hours ago

    Grandville, Michigan, United States Partners In Action, Inc. Full time

    Position OverviewPartners In Action, Inc., a reputable CPA firm, is in search of a seasoned Senior Tax Consultant to enhance our team. This role will encompass delivering comprehensive tax compliance, accounting, and advisory services to our diverse clientele.Our firm prides itself on fostering a collaborative environment with a dedicated team of...

  • Technical Support Specialist

    6 days ago

    Grandville, Michigan, United States Creative Financial Staffing Full time

    Position: IT Support Desk Specialist A prominent provider of IT services is currently seeking a dedicated IT Support Desk Specialist to enhance their expanding team. Here are several compelling reasons to consider this opportunity:Flexible work options availableOngoing commitment to employee development through mentoring, training, and certification...

  • Technical Support Specialist

    5 days ago

    Grandville, Michigan, United States Creative Financial Staffing Full time

    Position: IT Support Desk Specialist A prominent provider of IT solutions is looking for a dedicated IT Support Desk Specialist to enhance their expanding workforce. Here are some compelling reasons to consider this opportunity:Flexible work arrangement with partial remote options.Ongoing commitment to employee development through mentoring, training, and...

  • Technical Support Specialist

    5 days ago

    Grandville, Michigan, United States Creative Financial Staffing Full time

    Position: IT Support Desk Specialist Creative Financial Staffing, a prominent provider of IT solutions, is on the lookout for a dedicated IT Support Desk Specialist to enhance their dynamic workforce. Here are some compelling reasons to consider this opportunity:Flexible work arrangements availableOngoing commitment to employee development through mentoring,...

  • IT Support Desk Specialist

    3 months ago

    Grandville, United States Creative Financial Staffing Full time

    Position: IT Support Desk Specialist A leading provider of IT Services in the Grand Rapids, MI area is seeking a full-time, permanent IT Support Desk Specialist to join their growing team. Here are a few reasons why you should apply: Opportunity to work Partially Remote! Continuous investment in peer-to-peer mentoring, training and certifications for...

  • IT Support Desk Specialist

    3 months ago

    Grandville, United States Creative Financial Staffing Full time

    Position: IT Support Desk Specialist A leading provider of IT Services in the Grand Rapids, MI area is seeking a full-time, permanent IT Support Desk Specialist to join their growing team. Here are a few reasons why you should apply: Opportunity to work Partially Remote! Continuous investment in peer-to-peer mentoring, training and certifications for...

  • Educational Support Specialist

    6 days ago

    Grandville, Michigan, United States Grandville Public Schools Full time

    Position Overview:The Educational Support Specialist plays a crucial role in assisting students with special needs, ensuring they receive the necessary support to thrive in their educational environment.Key Responsibilities:1. Collaborate with educators to implement individualized education plans (IEPs) for students.2. Provide direct support to students in...

Tax Planning Specialist

2 months ago

Grandville, United States Hantz Group Full time
Job DescriptionJob DescriptionTax 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 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 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.

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

gFYU1u4GIf