Tax Planning Specialist

4 weeks ago


Saginaw, Michigan, United States Hantz Group Full time
Job Description

Hantz Group is a leading financial services company that provides comprehensive tax planning and financial management solutions to individuals and businesses. As an Advanced Tax Planner, you will play a key role in helping our clients achieve their financial goals by minimizing their tax liability and maximizing their wealth.

Tax Planning and Strategy
Our tax specialists work closely with financial advisors to develop customized tax plans that take into account our clients' unique financial situations. As an Advanced Tax Planner, you will be responsible for analyzing tax liability, preparing tax projections, and preparing and filing tax returns. You will also collaborate with other specialists to identify opportunities for our clients to reduce their tax burden.

Essential Job Functions:
  • Analyze tax liability and develop strategies to minimize tax burden
  • Prepare tax projections and forecasts
  • Prepare and file tax returns
  • Develop and maintain client relationships
  • Market and sell tax planning services
  • Attend meetings and continuing education sessions
  • Comply with industry regulations and standards
  • Represent clients in front of tax authorities
  • Perform other tasks as assigned

Requirements:
  • Bachelor's degree in accounting, finance, or related field
  • 6+ years of experience in tax planning and preparation
  • Active Enrolled Agent or Certified Public Accountant license
  • Active Preparer Tax Identification Number (PTIN)
  • Experience with CCH Axcess Software preferred

Benefits:
  • Health, dental, and vision insurance
  • 401K and flexible spending accounts
  • Opportunities for professional growth and development

About Hantz Group:
Hantz Group is a Michigan-based financial services company that provides comprehensive financial management solutions to individuals and businesses. We are committed to helping our clients achieve their financial goals and live a more secure and prosperous life. We are an equal opportunity employer and welcome applications from qualified candidates.

  • Saginaw, Michigan, United States Hantz Group Full time

    Job Title: Tax Planning SpecialistHantz 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...

  • Tax Specialist

    3 weeks ago


    Saginaw, Michigan, United States Hantz Group Full time

    Job Title: Tax SpecialistAt Hantz Group, we are seeking a highly motivated and detail-oriented Tax Specialist to join our team. As a Tax Specialist, you will be responsible for analyzing tax liability, preparing tax projections, and working closely with our tax team to assist in servicing clients.Key Responsibilities:• Analyze tax liability and prepare tax...

  • Tax Advisor

    3 weeks ago


    Saginaw, Michigan, United States H&R Block Full time

    Job SummaryAs a Tax Advisor with Block Advisors, you will provide expert tax planning and preparation services to clients throughout the year. You will work closely with a team of tax professionals to deliver exceptional client experiences and drive business growth.About the RoleThis is a unique opportunity to join a dynamic team of tax experts at H&R Block....

  • Tax Advisor

    4 weeks ago


    Saginaw, Michigan, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will be responsible for providing expert tax guidance and support to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild...

  • Tax Advisor

    4 weeks ago


    Saginaw, Michigan, United States Block Advisors Full time

    Job SummaryAs a Tax Advisor at Block Advisors, you will play a crucial role in helping clients navigate their tax and financial needs. With a strong focus on building client relationships and providing expert tax guidance, you will be responsible for delivering exceptional service and support to our clients.Key Responsibilities:Build and maintain strong...


  • Saginaw, Michigan, United States Yeo & Yeo Full time

    About the RoleWe are seeking a highly skilled Tax and Consulting Manager to join our team at Yeo & Yeo. As a key member of our Tax service line, you will be responsible for managing client assignments and projects, delivering high-quality service, and coaching, advising, and supporting team members in meeting client and personal development expectations.Key...

  • Tax Advisor

    3 weeks ago


    Saginaw, Michigan, United States H&R Block Full time

    Job SummaryWe are seeking a highly skilled Tax Advisor to join our team at H&R Block in Saginaw, MI. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.About the RoleThis is a challenging and rewarding role that requires strong communication and interpersonal skills....


  • Saginaw, Michigan, United States Hantz Group Full time

    Job OverviewHantz Group, a leading Michigan-based financial company, seeks a skilled Financial Planning Assistant to join its team. As a key member of the financial planning practice, you will work closely with Financial Advisors and other specialists to deliver exceptional client service.Key ResponsibilitiesAssist in scheduling appointments and preparing...


  • Saginaw, Michigan, United States TEKsystems Full time

    Job Description:We are seeking a skilled IT Deployment Specialist to assist in a 3-week project located in the Midwest region. The ideal candidate will have experience with software, operating systems, and imaging/deployment tools to refresh and update devices within the environment. Key responsibilities include utilizing technical competency to troubleshoot...


  • Saginaw, Michigan, United States ProLink Allied Full time

    ProLink Allied is seeking a Medical Laboratory Specialist for a travel opportunity in Michigan.Job DetailsSpecialty: Medical Laboratory SpecialistDiscipline: Allied Health ProfessionalDuration: 13 weeks40 hours per weekShift: 8 hours, eveningsEmployment Type: TravelThe ideal candidate will have experience working in a clinical laboratory setting, with a...


  • Saginaw, Michigan, United States ProLink Allied Full time

    ProLink Allied is seeking a Medical Laboratory Specialist for a travel job in a Michigan facility. Job Details Specialty: Medical Laboratory Specialist Discipline: Allied Health Professional Duration: 13 weeks 40 hours per week Shift: 8 hours, evenings Employment Type: Travel Generalist, will work Chemistry Hemotology, Micro biology rapid test MLT MT MLS...


  • Saginaw, Michigan, United States ProLink Allied Full time

    ProLink Allied is seeking a travel Medical Laboratory Specialist for a temporary position in a Michigan healthcare facility.Job RequirementsSpecialty: Medical Laboratory SpecialistDiscipline: Allied Health ProfessionalDuration: 13 weeks40 hours per weekShift: 8 hours, eveningsEmployment Type: TravelGeneralist, will work Chemistry Hematology, Microbiology...


  • Saginaw, Michigan, United States Network Services Group Full time

    Job SummaryWe are seeking a skilled IT Infrastructure Specialist to join our team at Network Services Group. As an IT Infrastructure Specialist, you will be responsible for analyzing, planning, designing, and installing new personal computer systems. You will also review, monitor, and upgrade existing systems, determining user specifications for hardware and...


  • Saginaw, Michigan, United States PHP Full time

    Travel Nursing Opportunity in Saginaw, MichiganPHP is seeking a skilled travel nurse RN to join their team in Saginaw, Michigan. As a travel nurse RN PCU specialist, you will provide high-quality patient care in a dynamic and challenging environment.Job RequirementsSpecialty: PCU - Progressive Care UnitDiscipline: RNShift: 12 hours, nightsEmployment Type:...

  • Registered Nurse

    4 weeks ago


    Saginaw, Michigan, United States Aequor Technologies Full time

    Job SummaryAequor Technologies is seeking a skilled Registered Nurse to join our team as a Telemetry Specialist. In this role, you will be responsible for monitoring and assessing patients with cardiac conditions, administering medications and treatments as prescribed, and collaborating with healthcare professionals to develop and implement individualized...

  • Caregiver Specialist

    3 weeks ago


    Saginaw, Michigan, United States Wellspring Lutheran Services Full time

    About the RoleWe are seeking a compassionate and dedicated Caregiver Specialist to join our team at Wellspring Lutheran Services. As a Caregiver Specialist, you will play a vital role in providing daily care and support to individuals with developmental disabilities in an in-home care setting.Key ResponsibilitiesProvide daily care and activities with dignity...


  • Saginaw, Michigan, United States Aequor Technologies Full time

    Job Title: Cardiac Care SpecialistAbout Aequor:Aequor is a premier healthcare and education staffing company, committed to connecting skilled professionals with rewarding career opportunities.Job Responsibilities:Monitor and assess patients with cardiac conditions using telemetry equipment, tracking heart rhythms and vital signs to detect any abnormalities...

  • Cardiology Specialist

    3 weeks ago


    Saginaw, Michigan, United States Britt Medical Search Full time

    Cardiology Specialist OpportunityWe are seeking a skilled Cardiology Specialist to join our dynamic team at Britt Medical Search. As a Cardiology Specialist, you will provide comprehensive non-invasive cardiology services, including echocardiography, stress testing, nuclear cardiology, and vascular imaging.Key Responsibilities:Interpret and analyze...


  • Saginaw, Michigan, United States Saginaw County Community Mental Health Authority Full time

    Job Title: Medical Office SpecialistAbout the Role: We are seeking a highly skilled Medical Office Specialist to join our team at Saginaw County Community Mental Health Authority. As a Medical Office Specialist, you will play a critical role in providing access, intake, and crisis response for adults and children with mental illness, emotional disturbance,...


  • Saginaw, Michigan, United States NSI Healthcare Full time

    Job Title: Sleep Medicine SpecialistJob Summary:We are seeking a compassionate and dedicated Sleep Medicine Specialist to join our esteemed private practice. As a key member of our team, you will work alongside an amazing doctor and supportive staff in a welcoming environment.Key Responsibilities:Provide comprehensive care for patients with sleep...