Senior Tax Specialist
4 weeks 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 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 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.
Complete tax analysis and prepare returns.
Collaborate with other specialists to find opportunities for 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 tasks as 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
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.
#J-18808-Ljbffr
-
Senior Tax Specialist
1 month ago
Canton, United States Hantz Group Full timeJob 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 Specialist
2 weeks ago
Canton, United States Hantz Group Full timeJob 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 Specialist
6 days ago
Canton, United States Hantz Group Full timeJob 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 Manager
1 month ago
Canton, United States Amazon Full timeJoin our dynamic tax planning team and drive strategic initiatives that maximize value for our company! As the Tax Planning Senior Manager, you'll be a key leader in shaping the future of our organization's tax strategy and positioning us for continued success. As a Senior Manager, you'll have the opportunity to leverage your technical expertise and...
-
Tax Planning Specialist
2 weeks ago
Canton, United States Hantz Group Full timeJob 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 Planning Specialist
1 month ago
Canton, United States Hantz Group Full timeJob 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 Planning Specialist
6 days ago
Canton, United States Hantz Group Full timeJob 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 Accountant
2 months ago
Canton, United States KDS Search Full timeJob DescriptionJob DescriptionTITLE: Senior Tax Accountant REPORTS TO: Tax Managers, Senior Tax Managers, and Shareholders SUPERVISES: Staff Accountants and InternsThis position is located in our Canton, Ohio office.General Summary of Position:Responsible for managing client assignments and projects and delivering a high quality service. This includes...
-
Senior Tax Accountant
4 weeks ago
East Canton, United States KDS Strategic Search Group Full timeTITLE: Senior Tax Accountant REPORTS TO: Tax Managers, Senior Tax Managers, and Shareholders SUPERVISES: Staff Accountants and Interns This position is located in our Canton, Ohio office. General Summary of Position: Responsible for managing client assignments and projects and delivering a high-quality service. This includes coaching, advising, and...
-
Senior Implementation Specialist
2 months ago
Canton, United States equivant Full timeJob Summary: We are equivant, a leading software provider for the justice community, and we've opened a role for an Senior Implementation Specialist in our CourtView Justice Solutions Inc. business unit. This new Implementation Specialist role will leverage our JWorks Case Management software application to help our customers from coast to coast improve...
-
Senior Implementation Specialist
2 weeks ago
Canton, Ohio, United States Equivant Full timeJob Summary:We are equivant, a leading software provider for the justice community, and we've opened a role for an Senior Implementation Specialist in our CourtView Justice Solutions Inc. business unit.This new Implementation Specialist role will leverage our JWorks Case Management software application to help our customers from coast to coast improve their...
-
Tax Associate
3 weeks ago
Canton, United States Hantz Group Full timeTax 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...
-
Tax Manager
2 months ago
Canton, United States KDS Search Full timeJob DescriptionJob DescriptionTITLE: Tax Manager REPORTS TO: Senior Manager, Principals & ShareholdersSUPERVISES: Senior Accountants, Staff Accountants, & InternsGeneral Summary of Position:Responsible for managing client assignments and projects, delivering a high-quality service. This includes coaching, advising, and supporting team members in meeting...
-
Senior Procurement and Vendor Relations Specialist
2 months ago
Canton, United States BSC Industries Full timeJob Title: Senior Procurement and Vendor Relations SpecialistOverview: As the Senior Procurement and Vendor Relations Specialist at BSC Industries, you will play a pivotal role in enhancing company profitability and customer satisfaction by optimizing procurement processes and vendor relationships. Leveraging your expertise in negotiations and vendor...
-
Senior Procurement and Vendor Relations Specialist
2 months ago
Canton, United States BSC Industries Full timeJob Title: Senior Procurement and Vendor Relations SpecialistOverview: As the Senior Procurement and Vendor Relations Specialist at BSC Industries, you will play a pivotal role in enhancing company profitability and customer satisfaction by optimizing procurement processes and vendor relationships. Leveraging your expertise in negotiations and vendor...
-
Tax Associate
2 weeks ago
Canton, United States Hantz Group Full timeJob 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...
-
Tax Associate
4 weeks ago
Canton, United States Hantz Group Full timeJob 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...
-
Tax Associate
6 days ago
Canton, United States Hantz Group Full timeJob 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 Accountant
2 weeks ago
Canton, United States The Bolton Group Full timeInnovative and recognized for its commitment to staff and customers. They have been growing and need an additional tax accountant. Sound and caring leadership and potential for future promotions/opportunities. This role is focused on federal and state tax returns and provisions. You will work in the office for three days and two days from home. Everyone...
-
Senior Tax Accountant
3 weeks ago
Canton, United States The Bolton Group Full timeInnovative and recognized for its commitment to staff and customers. They have been growing and need an additional tax accountant. Sound and caring leadership and potential for future promotions/opportunities. This role is focused on federal and state tax returns and provisions. You will work in the office for three days and two days from home. Everyone...