Senior Tax Specialist

2 months ago

Davison, 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

n1vBhqqTIQ

  • Senior Tax Planning Specialist

    1 week ago

    Davison, United States Hantz Group Full time

    Job OpportunityAt Hantz Group, we are seeking a highly skilled Tax Planning Specialist to join our team of financial professionals. Our company is a Michigan-based financial services firm that provides a range of services to individuals and businesses. We are committed to delivering exceptional results and building long-term relationships with our...

  • Tax Planning Specialist

    2 months ago

    Davison, 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

    2 months ago

    Davison, 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...

  • Senior Tax Strategist

    6 days ago

    Davison, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly skilled Advanced Tax Planner to join our team. As a key member of our tax planning department, you will play a critical role in helping our clients achieve their financial goals through effective tax planning and strategy.Key Responsibilities:Analyze tax liability and...

  • Advanced Tax Planner

    3 months ago

    Davison, 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

    2 months ago

    Davison, 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...

  • Travel Nurse RN Specialist

    4 weeks ago

    Davison, Michigan, United States Uniti Med Full time

    Uniti Med is seeking a skilled Hospice Care Professional to join our team as a Medical Traveler RN.Job DetailsSpecialty: Hospice CareDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelOur pay package is based on 8 hour shifts and 40 hours per week, with a tax-free stipend amount to be determined.About Uniti MedUniti...

  • Travel Nurse RN Home Health Long Term Care Specialist

    2 weeks ago

    Davison, Michigan, United States Uniti Med Full time

    Job OpportunityUniti Med is seeking a skilled travel nurse RN to join our team in Davison, Michigan.Job DetailsSpecialty: Long Term CareDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelOur pay package is based on 8 hour shifts and 40 hours per week, with a tax-free stipend amount to be determined.About Uniti MedWe...

  • Financial Planning Assistant

    1 month ago

    Davison, 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...

  • Caregiver for Elderly Residents

    3 weeks ago

    Davison, Michigan, United States Golden Orchards Full time

    About Golden Orchards Senior Care FacilityWe are a mission-driven organization dedicated to providing exceptional living experiences for our cherished residents. Our team is passionate about making a positive impact in the lives of others, and we are seeking enthusiastic caregivers to join us in this mission.Job SummaryWe are seeking a Resident Support...