Senior Tax Specialist

1 month ago


Marquette, United States Hantz Group Full time
Job DescriptionJob DescriptionSenior 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 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.
 

Powered by JazzHR

xK69FLsepE



  • Marquette, Michigan, United States Hantz Group Full time

    Job DescriptionHantz Group is a leading financial services company that provides personalized solutions to individuals and businesses. As a Senior Tax Planning Specialist, you will be part of a team that delivers expert tax planning and strategy to help clients achieve their financial goals.Tax Planning and StrategyOur tax specialists provide proactive tax...


  • Marquette, 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...

  • Tax Associate

    1 month ago


    Marquette, 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...


  • Marquette, Michigan, United States City of Marquette Full time

    Job OverviewSalary: $15.67/hr, paid biweekly, with potential step increases and an additional $2.35 per hour paid monthly.Position Summary: The City of Marquette is seeking a dedicated individual for the role of a Senior Care Support Specialist. This part-time position is essential in assisting senior citizens to uphold their independence within their homes....

  • Advanced Tax Planner

    2 weeks ago


    Marquette, 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...

  • Advanced Tax Planner

    2 months ago


    Marquette, 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 Professional

    2 days ago


    Marquette, Michigan, United States Hantz Group Full time

    Job Opportunity at Hantz GroupHantz Group is a leading financial services company based in Michigan, providing expert guidance to individuals and businesses to achieve their financial goals. As a family office, we manage over $11B+ of assets, have 20+ offices, and employ over 600 professionals. Our team of experts delivers tailored services to each client,...

  • Tax Intern

    1 month ago


    Marquette, 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...


  • Marquette, Michigan, United States Velocity Solutions Full time

    About the RoleWe are seeking a highly skilled Senior Physician Gastroenterology to join our team at Velocity Solutions. As a key member of our medical staff, you will be responsible for providing exceptional patient care and contributing to the development of our gastroenterology department.Key ResponsibilitiesProvide high-quality patient care and treatment...


  • Marquette, Michigan, United States GLC On-The-Go Full time

    Job OpportunityGLC On-The-Go is seeking a skilled Catheterization Laboratory Specialist for a contract position in a medical facility.Job RequirementsSpecialty: Catheterization Laboratory SpecialistDiscipline: Healthcare ProfessionalWork Schedule: 40 hours per weekShift: 8 hours, daysEmployment Type: ContractGLC On-The-Go offers a competitive pay package...


  • Marquette, Michigan, United States City of Marquette Full time

    Job OverviewSalary: $15.67/hr (biweekly) + additional $2.35/hr monthlyThe City of Marquette is seeking a dedicated Homemaker / Personal Care Aide to provide essential support to our senior community. This part-time role is crucial in assisting elderly individuals to maintain their independence within their homes.Position Highlights:Flexible scheduling with a...


  • Marquette, Michigan, United States Aureus Medical Group - Nursing Full time

    Job DetailsJob Title: Travel Nurse RN SpecialistJob Type: Travel NursingSpecialty: Medical Surgical NursingLocation: Marquette, MichiganDuration: 15 weeksShift: 12 hours, nightsHours per Week: 36 hoursEmployment Type: TravelAbout the JobAureus Medical Group - Nursing is seeking a skilled Travel Nurse RN Specialist to join their team in Marquette, Michigan....


  • Marquette, Michigan, United States Uniti Med Full time

    Position Overview:Uniti Med is actively seeking a skilled traveling Cardiac Catheterization Specialist for an exciting opportunity. Role Specifications:Specialty: Cardiac CatheterizationDiscipline: Allied Health ProfessionalEmployment Type: TravelWeekly Hours: 40 hoursShift: 8 hours, daytimeCompensation:The pay package is structured around 8-hour shifts and...


  • Marquette, Michigan, United States Advantis Medical Full time

    Position Overview:Advantis Medical is currently seeking a traveling Ultrasound Imaging Specialist for an exciting opportunity.Job Details:Specialty: Ultrasound ImagingDiscipline: Allied Health ProfessionalEmployment Type: TravelDuration: 13 weeksWeekly Hours: 40 hours per weekShift: 8 hours, daytimeCompensation:The pay package is based on 8-hour shifts and...


  • Marquette, Michigan, United States Aureus Medical Group Full time

    Aureus Medical Group - Imaging is currently seeking a travel Sonography Specialist for an exciting opportunity. Position Overview & RequirementsSpecialty: Sonography SpecialistDiscipline: Allied Health ProfessionalDuration: 15 weeks40 hours per weekShift: 8 hoursEmployment Type: TravelCompensation Overview~$ $2282.00/week*~$960.00-$ in weekly taxable...


  • Marquette, Michigan, United States LRS Healthcare - Imaging Full time

    Position Overview:LRS Healthcare - Imaging is currently seeking a dedicated Mobile Ultrasound Specialist for a travel opportunity. This role is essential for delivering high-quality imaging services across various locations.Job Specifications:Specialty: Ultrasound TechnologyField: Allied Health ProfessionalContract Duration: 13 weeksWeekly Hours: 40...

  • Nursing Specialist

    2 days ago


    Marquette, Michigan, United States Titan Industries Full time

    About UsTitan Industries is a leading corporate group in the nursing market, committed to making a difference every day. With a modern corporate management and 24 senior facilities, we strive to provide exceptional care to our patients.Our MissionWe aim to deliver compassionate care with passion, driven by a team of dedicated caregivers who share our vision....


  • Marquette, Michigan, United States Treva Workforce Full time

    Position Overview:Treva Workforce is currently seeking a dedicated and skilled Traveling Respiratory Care Specialist. This role is essential for providing high-quality respiratory therapy services across various healthcare settings.Key Responsibilities:Deliver exceptional respiratory care to patients in need.Collaborate with healthcare teams to ensure...


  • Marquette, United States Manpower Full time

    Job Title: Payroll and Benefits Specialist Location: Marquette, MI Pay: $45,000 to $55,000 What’s the Job? - Primary payroll official assuring accurate operation of all payroll, retirement, and other benefit reporting processes for a staff of ~430 personnel. - Responsible for verification of proper coding, account distribution, and taxes. - Maintain...


  • Marquette, United States Manpower Full time

    Job DescriptionJob DescriptionJob Title: Payroll and Benefits SpecialistLocation: Marquette, MIPay: $45,000 to $55,000What’s the Job?- Primary payroll official assuring accurate operation of all payroll, retirement, and other benefit reporting processes for a staff of ~430 personnel.- Responsible for verification of proper coding, account distribution, and...