Job Description
Job Description
Advanced Tax Planner
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 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
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
- 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
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.
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
uiwh1bCU06
Advanced Tax Planner
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 Finan...
Advanced Tax Planner
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. Essential Job Functions: Analyze Tax Liability Prepare Tax Projections Prepare and...
Scheduler
A minimum of 5 consecutive years, within the last 10 years, experience as a program scheduler developing and maintaining schedules of complex government or commercial engineering or technical programs (preferably ground combat vehicle systems experience). ...
Purchasing Agent
A company is looking for a Purchasing Agent to manage procurement processes and support supply chain management. ...
Production Scheduler
Focus Talent Solutions is recruiting for a Production Scheduler for two of our clients located within the Tri-Cities of Michigan. This is for a manufacturing company where you will be responsible for the manufacturing process associated with planning the production within the facility. Troubleshoot ...
Production Supervisor
Handle the basic administration of supervisory responsibilities and documents. Ensure proper material flow from receiving dock, to warehouse storage location, to the production line feed location, to the delivery of finished product to customers. Support Ford Production System and synchronous materi...
Project Manager II
Are you a successful Project Manager with a passion for leading projects and cross-functional teams? Do you enjoy the sense of satisfaction from launching a new product? Imagine yourself in a collaborative environment where you will have an influential role in launching new products for Flexco. Lead...
Patient Services Representative - Surgery Scheduler - Part Time
Greet patients as they arrive and leave our clinic in a friendly manner.The Front Desk/Receptionist is responsible for greeting patients in a professional manner; updating and verifying patient information, including obtaining patient ID/insurance information, processing copayments, and registering ...
Production Supervisor
Production Supervisor - Night Shift. Supervisors are responsible to enforce all safety rules and regulations, to provide safety equipment to operators, to report any unsafe conditions to Production Manager, complete Safety Incident Investigation Reports to include corrective action and submit to HR ...
Project Manager
We are partnering with a leading processing and packaging equipment company who is hiring for a Project Manager. Project Management Professional (PMP) certification preferred. Manage all aspects (scope, schedule, cost, quality, change orders) of multiple projects, from kickoff to machine start-up. R...