Current jobs related to Advanced Tax Planner - Taylor - Hantz Group
-
Planner - 3 Shifts Available
2 weeks ago
Taylor Mill, United States Jabil Full timeJob SummaryWe are seeking a skilled Planner to join our team at Jabil. As a key member of our operations team, you will be responsible for managing the demand plan and ensuring timely shipment information.Key ResponsibilitiesDevelop and maintain a feasible and efficient operational plan that balances capacity, material availability, and production schedules...
-
Taylor, United States Geisinger Full timeJob Title:LPN - Licensed Practical Nurse - Advanced Acute CareLocation:Scranton, PennsylvaniaJob Category:LPN - Licensed Practical Nurse, Nursing and Nursing SupportSchedule:DaysWork Type:Full timeDepartment:GCMC Cardiac Nursing DivisionDate Posted:07/22/2024Job ID:R-63633Job Summary Geisinger is proud to offer a full time Inpatient Licensed Practical Nurse...
-
Clinical Dietitian
4 weeks ago
Taylor, Pennsylvania, United States Geisinger Health System Full timeJob Title: Clinical DietitianGeisinger Health System is seeking a skilled Clinical Dietitian to join our team in Outpatient Nutrition. As a key member of our clinical team, you will play a vital role in providing exceptional patient care through innovative, efficient, and high-quality nutritional services.Job Summary:As a Clinical Dietitian, you will be...
-
Taylor, United States Geisinger Full timeJob Title:RN - Experienced Registered Nurse - (Geisinger Community Medical Center, Scranton)Location:Scranton, PennsylvaniaJob Category:Inpatient RN - Registered Nurse, Nursing and Nursing SupportSchedule:RotationWork Type:Full timeDepartment:Human Resources Talent Management DivisionDate Posted:08/14/2023Job ID:R-50951Job Summary Geisinger is proud to offer...
Advanced Tax Planner
2 months ago
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 an Advanced 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 higher income and net worth clients.
- Comply with all industry rules and regulations
- Represent clients in front of the IRS and state revenue departments
- All other task assigned
- 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
- Strong written and verbal communication skills
- Highly motivated and a self-starter
- Strong leadership qualities, work ethic and an entrepreneurial spirit
- Bachelor’s Degree in Accounting, Finance or related field
- 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
- Must possess active Enrolled Agent or Certified Public Accountant license
- Must possess active Preparer Tax Identification Number (PTIN)
- Experience with CCH Axcess Software preferred
- 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
NziBz3p5HA
