Senior Tax Specialist

3 days ago

Mt Pleasant, MI, United States Hantz Group Full time

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 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.

Powered by JazzHR

  • Services Specialist Assistant 8-E10

    1 week ago

    Mt Pleasant, MI, United States State of Michigan Full time

    Services Specialist Assistant 8-E10 - Family Teams Support - Clare/Isabella Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/5159627) Apply  Services Specialist Assistant 8-E10 - Family Teams Support - Clare/Isabella Salary $1,922.40 - $2,647.20 Biweekly Location Mount Pleasant, MI Job Type Limited Term (position has expiration...

  • Services Specialist Assistant 8-E10

    1 week ago

    Mt Pleasant, MI, United States State of Michigan Full time

    Services Specialist Assistant 8-E10 - Family Teams Support - Clare/Isabella Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/5159627) Apply  Services Specialist Assistant 8-E10 - Family Teams Support - Clare/Isabella Salary $1,922.40 - $2,647.20 Biweekly Location Mount Pleasant, MI Job Type Limited Term (position has expiration...

  • Services Specialist Assistant 8-E10

    2 weeks ago

    Mt Pleasant, MI, United States State of Michigan Full time

    Services Specialist Assistant 8-E10 - Family Teams Support - Clare/Isabella Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/5159627) Apply  Services Specialist Assistant 8-E10 - Family Teams Support - Clare/Isabella Salary $1,922.40 - $2,647.20 Biweekly Location Mount Pleasant, MI Job Type Limited Term (position has expiration...

  • Audiologist or Hearing Aid Specialist

    1 day ago

    Mt Pleasant, MI, United States HearingLife Full time

    Overview We are looking for the next Hearing Aid Specialist or Audiologist to join our team in MT. Pleasant and Gladwin, MI! This is a full time- in office position between two clinics. Don't see the location you are looking for? Reach out to our recruiting team to explore opportunities across our 600+ Locations! About Us: HearingLifeis a national hearing...

  • Audiologist or Hearing Aid Specialist

    5 days ago

    Mt Pleasant, MI, United States HearingLife Full time

    Overview We are looking for the next Hearing Aid Specialist or Audiologist to join our team in MT. Pleasant and Gladwin, MI! This is a full time- in office position between two clinics. Don't see the location you are looking for? Reach out to our recruiting team to explore opportunities across our 600+ Locations! About Us: HearingLifeis a national hearing...

  • Audiologist or Hearing Aid Specialist

    2 weeks ago

    Mt Pleasant, MI, United States HearingLife Full time

    Overview We are looking for the next Hearing Aid Specialist or Audiologist to join our team in MT. Pleasant and Gladwin, MI! This is a full time- in office position between two clinics. Don't see the location you are looking for? Reach out to our recruiting team to explore opportunities across our 600+ Locations! About Us: HearingLifeis a national hearing...

  • Audiologist or Hearing Aid Specialist

    7 days ago

    Mt Pleasant, MI, United States HearingLife Full time

    Overview We are looking for the next Hearing Aid Specialist or Audiologist to join our team in MT. Pleasant and Gladwin, MI! This is a full time- in office position between two clinics. Don't see the location you are looking for? Reach out to our recruiting team to explore opportunities across our 600+ Locations! About Us: HearingLifeis a national hearing...

  • FINANCIAL AID SPECIALIST

    5 days ago

    Mt Pleasant, MI, United States Central Michigan University Full time

    Position Information Position Information Posting Number S-3720 Position Number 37950, 33350 & 33370 Type of Recruitment External Position Title FINANCIAL AID SPECIALIST Position Summary Advises students and families about the financial aid application process, financial aid eligibility and alternative sources of financial assistance. Includes participation...

  • FINANCIAL AID SPECIALIST

    2 weeks ago

    Mt Pleasant, MI, United States Central Michigan University Full time

    Position Information Position Information Posting Number S-3720 Position Number 37950, 33350 & 33370 Type of Recruitment External Position Title FINANCIAL AID SPECIALIST Position Summary Advises students and families about the financial aid application process, financial aid eligibility and alternative sources of financial assistance. Includes participation...

  • FINANCIAL AID SPECIALIST

    5 days ago

    Mt Pleasant, MI, United States Central Michigan University Full time

    Position Information Position Information Posting Number S-3720 Position Number 37950, 33350 & 33370 Type of Recruitment External Position Title FINANCIAL AID SPECIALIST Position Summary Advises students and families about the financial aid application process, financial aid eligibility and alternative sources of financial assistance. Includes participation...