Current jobs related to Senior Tax Specialist - Traverse City - Hantz Group

  • Senior Tax Specialist

    2 months ago

    Traverse City, 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...

  • Senior Tax Planning Specialist

    2 weeks ago

    Traverse City, 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 compliance services to our clients.Key Responsibilities:Analyze tax liabilities and develop strategies to minimize tax...

  • Tax Planning Specialist

    2 months ago

    Traverse City, 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

    Bay City, 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...

  • Caregiver Specialist

    3 days ago

    Traverse City, Michigan, United States Baruch Senior Ministries Full time

    About the RoleWe are seeking a compassionate and skilled Resident Care Specialist to join our team at Baruch Senior Ministries. As a key member of our care team, you will provide high-quality care and support to our residents, ensuring their physical, emotional, and social needs are met.ResponsibilitiesProvide personalized care and assistance to residents...

  • Senior Tax Manager

    3 weeks ago

    New York City, United States Andersen Tax Full time

    The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...

  • Senior Tax Specialist

    4 weeks ago

    Jersey City, New Jersey, United States WhiteCap Search Full time

    Company Overview:WhiteCap Search is experiencing significant growth and is in search of a skilled and dedicated professional to join our team in the capacity of Senior Tax Specialist.Position Summary:The selected candidate will take charge of a diverse array of tax compliance duties, demonstrating a solid understanding of U.S. federal taxation, particularly...

  • Senior Tax Specialist

    4 weeks ago

    Kansas City, Missouri, United States LHH Recruitment Solutions Full time

    LHH Recruitment Solutions is in search of a meticulous and experienced Senior Tax Specialist to join our esteemed client. The successful candidate will possess a robust background in tax compliance and preparation, along with exceptional analytical capabilities and a comprehensive grasp of tax legislation. This position involves overseeing the organization's...

  • Senior Tax Specialist

    2 weeks ago

    Jersey City, New Jersey, United States CSI Group Full time

    Job Summary:Csi Group is a fast-growing, family-owned, CPA firm focusing on individuals and families, providing Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Trust, Will & Estate Planning, and Retirement and Financial planning. With over 20 locations in New Jersey, New York, and Florida, Csi Group is aggressively expanding...

  • Tax Senior Manager

    3 weeks ago

    New York City, United States Andersen Tax Full time

    The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...

  • Tax Analyst

    4 weeks ago

    Traverse City, Michigan, United States Hantz Group Full time

    Tax Analyst Hantz Group is a Michigan-based financial organization dedicated to assisting individuals and businesses in reaching their financial aspirations. As a Family Office managing over $11B+ in assets, we operate with more than 20 offices and employ over 600 professionals. Our diverse range of services is customized to meet the unique needs of each...

  • Tax Associate

    2 months ago

    Traverse City, 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

    4 weeks ago

    Traverse City, 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

    3 months ago

    Traverse City, 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 Senior Specialist

    5 days ago

    Garden City, New York, United States 40HRS, Inc. Full time

    Job SummaryWe are seeking a highly skilled Tax Senior to join our team at 40HRS, Inc. The ideal candidate will have expertise in preparing complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities.Key ResponsibilitiesPrepare complex tax returns: Utilize expertise to prepare accurate and...

  • Tax Intern

    2 months ago

    Traverse City, 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...

  • Tax Compliance Specialist

    1 week ago

    Oklahoma City, Oklahoma, United States Hobby Lobby Full time

    Hobby Lobby's Tax Department is seeking a highly skilled Tax Compliance Specialist to join our team in Oklahoma City. As a key member of our team, you will be responsible for preparing sales and use tax returns, including unclaimed property reports, and business tax returns. You will participate in the completion of accurate tax returns to ensure the...

  • Tax Compliance Specialist

    1 week ago

    Oklahoma City, Oklahoma, United States Hobby Lobby Full time

    Hobby Lobby's Tax Department is seeking a highly skilled Tax Compliance Specialist to join our team in Oklahoma City. As a key member of our team, you will be responsible for preparing sales and use tax returns, including unclaimed property reports, and business tax returns. You will participate in the completion of accurate tax returns to ensure the...

  • Sales Tax Specialist

    4 weeks ago

    Oklahoma City, Oklahoma, United States Hobby Lobby Full time

    Job OverviewHobby Lobby is seeking a dedicated professional to join our Tax Department in a full-time capacity. We are in search of an individual who thrives in a dynamic work environment and is eager to advance their career within our organization.Position Title: SALES TAX SPECIALISTRole Summary:As a Sales Tax Specialist, you will be accountable for the...

  • Senior Tax Compliance Auditor

    4 weeks ago

    Kansas City, Missouri, United States Internal Revenue Service Full time

    Position OverviewThe Internal Revenue Service is seeking a dedicated professional to join our team as a Senior Tax Compliance Auditor. This role involves critical responsibilities within various divisions, including Appeals, Large Business and International, Small Business Self-Employed, and Tax Exempt and Government Entities.Key ResponsibilitiesAs a Senior...

Senior Tax Specialist

4 months ago

Traverse City, 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 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 Planning

Our 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 t ax return.

As a Senior 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

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

+ 3+ years' experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts

+ Enrolled Agent or Certified Public Accountant license preferred

+ Strong written and verbal communication skills

+ Highly motivated and a self-starter

+ Strong leadership qualities and an entrepreneurial spirit

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