Current jobs related to Tax Planning Specialist - Willoughby - Hantz Group

  • Tax Planning Specialist

    7 days ago

    Willoughby, Ohio, United States Hantz Group Full time

    Job DescriptionHantz Group is a Michigan-based financial company that provides comprehensive financial services to individuals and businesses. As a Tax Planning Specialist, you will play a key role in helping our clients achieve their financial goals by developing and implementing effective tax strategies.Key Responsibilities:Analyze tax liability and...

  • Tax Associate

    1 month ago

    Willoughby, United States Hantz Group Full time

    Tax Associate 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...

  • Senior Tax Accountant

    4 weeks ago

    Willoughby, Ohio, United States Jobot Full time

    Job DetailsWe are seeking an experienced and dynamic Senior Tax Accountant to join our finance team at Jobot. The ideal candidate will be responsible for preparing, reviewing and analyzing corporate tax returns, ensuring compliance with tax regulations, and providing strategic tax planning and advisory services.This position plays a pivotal role in the...

  • Senior Tax Accountant

    1 day ago

    Willoughby, Ohio, United States Jobot Full time

    Job DetailsWe are seeking an experienced and dynamic Senior Tax Accountant to join our finance team.The ideal candidate will be responsible for preparing, reviewing and analyzing corporate tax returns, ensuring compliance with tax regulations, and providing strategic tax planning and advisory services.This position plays a pivotal role in the company's...

  • Senior Tax Strategist

    4 weeks ago

    Willoughby, Ohio, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly skilled Senior Tax Strategist to join our team. As a key member of our tax planning department, you will play a critical role in developing and implementing tax strategies that minimize our clients' tax liabilities.Key Responsibilities:Analyze tax liabilities and develop...

  • Tax Office Manager

    5 days ago

    Willoughby, Ohio, United States H&R Block Full time

    Job Title: Multi-Unit Team LeaderJob Summary:We are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for providing leadership and guidance to our tax office teams, ensuring exceptional client experiences, and driving business growth.Key Responsibilities:Manage...

  • Financial Planning Specialist

    4 weeks ago

    Willoughby, Ohio, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly motivated and detail-oriented individual to join our team as a Planning Analyst Intern.As a Planning Analyst Intern, you will be an integral part of our Family Office, working closely with our Financial Advisors to provide critical support in the funding process of customer...

  • Travel Nurse RN Specialist

    3 days ago

    Willoughby, Ohio, United States Planet Healthcare Full time

    Job Title: Travel Nurse RN SpecialistJob Description:We are seeking a skilled Travel Nurse RN Specialist to join our team at Planet Healthcare. As a Travel Nurse RN Specialist, you will be responsible for providing high-quality patient care in a telemetry setting.Key Responsibilities:Provide direct patient care in a telemetry settingCollaborate with...

  • Travel Nurse ICU Specialist

    2 weeks ago

    Willoughby, Ohio, United States Arrow Healthcare Staffing Full time

    Job Opportunity: Travel Nurse ICU SpecialistArrow Healthcare Staffing is seeking a skilled travel nurse ICU specialist to join their team in a dynamic and challenging environment.Job Requirements:Specialty: ICU - Intensive Care UnitDiscipline: RNDuration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelThis is a 3 x 12 nights position with a tax-free...

  • Financial Operations Specialist

    7 days ago

    Willoughby, Ohio, United States Jobot Full time

    Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our dynamic finance team. As a key member of our team, you will be responsible for managing and overseeing all aspects of our financial systems, including accounts payable, accounts receivable, and bank reconciliation.Key Responsibilities:Manage and...

  • Diagnostic Imaging Specialist

    1 week ago

    Willoughby, Ohio, United States Springboard Healthcare Full time

    Springboard Healthcare is seeking a skilled Diagnostic Imaging Specialist to join their team for a 13-week travel assignment in Ohio.Job RequirementsSpecialty: Diagnostic ImagingDiscipline: Allied Health ProfessionalShift: 8 hoursEmployment Type: TravelThe ideal candidate will have experience working with CT scanners and a strong understanding of diagnostic...

  • Travel Nurse RN PCU Specialist

    2 weeks ago

    Willoughby, Ohio, United States ADEX Healthcare Staffing LLC Full time

    Job Title: Travel Nurse RN PCU SpecialistADEX Healthcare Staffing LLC is seeking a skilled Travel Nurse RN PCU Specialist to join their team for a 13-week assignment in a progressive care unit setting.Job Requirements:Specialty: PCU - Progressive Care UnitDiscipline: RNDuration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelApplicants must have a...

  • Travel Nurse ICU Specialist

    1 week ago

    Willoughby, Ohio, United States GHR Healthcare Full time

    GHR Healthcare is seeking a travel nurse RN ICU specialist for a travel nursing job in Ohio.Job Requirements:Specialty: ICU - Intensive Care UnitDiscipline: RNDuration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelGHR Healthcare Job ID. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with...

  • Rehabilitation Specialist

    3 weeks ago

    Willoughby, Ohio, United States Vocational Guidance Services Full time

    Job Title: Rehabilitation SpecialistVocational Guidance Services is seeking a skilled Rehabilitation Specialist to join our team. As a Rehabilitation Specialist, you will play a vital role in assisting individuals with developmental disabilities to achieve their employment goals.Job Summary:The Rehabilitation Specialist will be responsible for providing...

  • Culinary Specialist

    3 weeks ago

    Willoughby, Ohio, United States Kuhl Corner Campus Full time

    Job Title: Culinary Specialist About Kuhl Corner Campus: Kuhl Corner Campus is an exciting learning campus for children six weeks through twelve years of age. Our state-of-the-art facility rests on 3 acres, providing outside experiences ranging from bug hunts to nature discoveries for all ages. Job Summary: We are seeking a skilled Culinary Specialist to...

  • Travel Nurse RN PCU Specialist

    1 month ago

    Willoughby, Ohio, United States Nurse First Full time

    Job Title: Travel Nurse RN PCU SpecialistNurse First is seeking a skilled Travel Nurse RN PCU Specialist to join our team in Willoughby, Ohio.Job Description & RequirementsSpecialty: PCU - Progressive Care UnitDiscipline: RNDuration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelNurse First offers a competitive pay package based on...

  • Behavior Specialist: Ontario

    1 week ago

    Willoughby, Ohio, United States Koinonia Homes Full time

    Job Title: Behavior SpecialistAt Koinonia Homes, we are seeking a highly skilled Behavior Specialist to join our team. As a Behavior Specialist, you will play a crucial role in providing support to individuals and their caregivers by coordinating and providing services in Applied Behavior Analysis, function analyses, and assessment, behavior acquisition, and...

  • Rehabilitation Specialist

    2 days ago

    Willoughby, Ohio, United States Vocational Guidance Services Full time

    Job Summary:Vocational Guidance Services is seeking a skilled Rehabilitation Specialist to join our team. As a Rehabilitation Specialist, you will work with individuals with developmental disabilities to assist them in achieving their employment goals.Key Responsibilities:Assist individuals with developmental disabilities in finding and maintaining...

  • Travel Nurse ICU Specialist

    5 days ago

    Willoughby, Ohio, United States Planet Healthcare Full time

    Planet Healthcare is seeking a travel nurse ICU specialist for a travel nursing job in Ohio.Job DetailsSpecialty: ICU - Intensive Care UnitDiscipline: RNDuration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelPlanet Healthcare Job ID #5-UHS-2987. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation)...

  • Travel Nurse ICU Specialist

    1 week ago

    Willoughby, Ohio, United States Planet Healthcare Full time

    Job Title: Travel Nurse ICU SpecialistPlanet Healthcare is seeking a skilled Travel Nurse ICU Specialist to join our team for a 12-week assignment in a reputable healthcare facility in Willoughby, Ohio.Job Description & RequirementsSpecialty: ICU - Intensive Care UnitDiscipline: RNDuration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type:...

Tax Planning Specialist

3 months ago

Willoughby, 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

9wVOOwLsrD