FULL_TIME

FEED

YEAR

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. Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future.

<b>Tax</b><b> Planning Specialist</b><br/><br/>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.<br/> <div style="border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in"><b> </b><b>Tax Strategy and Planning</b></div>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. <br/><br/>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. <br/><br/> <div style="border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in"><b>Essential Job Functions:</b></div><ul><li style="margin-left:8px">Analyze Tax Liability </li><li style="margin-left:8px">Prepare Tax Projections </li><li style="margin-left:8px">Prepare and file Tax Returns </li><li style="margin-left:8px">Prepare and deliver presentations to clients and prospective clients </li><li style="margin-left:8px">Develop and maintain client base </li><li style="margin-left:8px">Market and sell appropriate tax plans </li><li style="margin-left:8px">Attend meetings and continuing education sessions </li><li style="margin-left:8px">Take a holistic approach with a team of financial professionals to service clients</li><li style="margin-left:8px">Comply with all industry rules and regulations </li><li style="margin-left:8px">Represent clients in front of the IRS and state revenue departments </li><li style="margin-left:8px">All other task assigned</li></ul> <div style="border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in"><b>Education/Knowledge & Skills:</b></div><ul><li style="margin-left:8px">Ability to effectively manage competing priorities, stringent deadlines, and multiple clients </li><li style="margin-left:8px">Strong sense of professional and personal accountability </li><li style="margin-left:8px">Basic computer skills and experience with Microsoft Office applications </li><li style="margin-left:8px">Bachelor’s Degree in Accounting, Finance, or related field</li><li style="margin-left:8px">1-year relevant experience preparing federal, state, and local tax returns for individuals</li><li style="margin-left:8px">Enrolled Agent or Certified Public Accountant license preferred </li><li style="margin-left:8px">Must possess or be able to obtain Preparer Tax Identification Number (PTIN)</li><li style="margin-left:8px">Strong written and verbal communication skills </li><li style="margin-left:8px">Highly motivated and a self-starter </li><li style="margin-left:8px">Strong leadership qualities, work ethic and an entrepreneurial spirit  </li><li style="margin-left:8px">Experience with CCH Axcess Software preferred</li></ul><div style="border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in"><b>Benefits:</b></div><ul><li style="margin-left:8px">Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending <ul style="list-style-type:circle"><li style="margin-left:32px">Eligibility Requirements Vary</li></ul></li></ul><br/>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.<br/><br/><br/><br/><b>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.</b><br/><br/> <p>Powered by JazzHR</p>

<p>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 offers 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.

Areas of focus:

    Asset Management
    Insurance (Life and Health)
    Tax Strategy and Planning
    Estate Planning
    Financial Planning and Retirement
    Property and Casualty Insurance (Personal and Business)
    Debt (Commercial and Consumer Lending)
    Banking and Cash Management

What’s a Family Office?

Family Offices were originally created by ultra-wealthy families to manage all of their needs, mainly financial and legal. An in-house team of professionals worked together to safeguard a family’s net worth and coordinate business and personal activities. Hantz Group has modernized this business model and uses their team of experts, coordinated by a Family Office Liaison-Financial Consultant, to manage client’s needs across multiple disciplines. </p>

Hantz Group

Tax Planning Specialist

Accounting

Certified Public Accountant (CPA)

Communication Skills

Develop and Maintain Customers

Entrepreneurship

Finance

Financial Services

Financial Strategy

Leadership

Local Tax

Philosophy

Presentation/Verbal Skills

Regulations

Sales

Sales Prospecting

State Tax

Strategic Planning

Tax Accounting

Tax Planning

Tax Returns

Team Player

Time Management

Writing Skills

partner JazzHR

<b>Senior Tax</b><b> Planning Specialist</b><br/><br/>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.<br/> <div style="border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in"><b> </b><b>Tax Strategy and Planning</b></div>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. <br/><br/>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. <br/><br/> <div style="border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in"><b>Essential Job Functions:</b></div><ul><li style="margin-left:8px">Analyze Tax Liability </li><li style="margin-left:8px">Prepare Tax Projections </li><li style="margin-left:8px">Prepare and file Tax Returns </li><li style="margin-left:8px">Prepare and deliver presentations to clients and prospective clients </li><li style="margin-left:8px">Develop and maintain client base </li><li style="margin-left:8px">Market and sell appropriate tax plans </li><li style="margin-left:8px">Attend meetings and continuing education sessions </li><li style="margin-left:8px">Take a holistic approach with a team of financial professionals to service clients</li><li style="margin-left:8px">Comply with all industry rules and regulations </li><li style="margin-left:8px">Represent clients in front of the IRS and state revenue departments </li><li style="margin-left:8px">All other task assigned</li></ul> <div style="border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in"><b>Education/Knowledge & Skills:</b></div><ul><li style="margin-left:8px">Ability to effectively manage competing priorities, stringent deadlines, and multiple clients </li><li style="margin-left:8px">Strong sense of professional and personal accountability </li><li style="margin-left:8px">Basic computer skills and experience with Microsoft Office applications </li><li style="margin-left:8px">Bachelor’s Degree in Accounting, Finance, or related field</li><li style="margin-left:8px">1-year relevant experience preparing federal, state, and local tax returns for individuals</li><li style="margin-left:8px">Enrolled Agent or Certified Public Accountant license preferred </li><li style="margin-left:8px">Must possess or be able to obtain Preparer Tax Identification Number (PTIN)</li><li style="margin-left:8px">Strong written and verbal communication skills </li><li style="margin-left:8px">Highly motivated and a self-starter </li><li style="margin-left:8px">Strong leadership qualities, work ethic and an entrepreneurial spirit  </li><li style="margin-left:8px">Experience with CCH Axcess Software preferred</li></ul><div style="border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in"><b>Benefits:</b></div><ul><li style="margin-left:8px">Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending <ul style="list-style-type:circle"><li style="margin-left:32px">Eligibility Requirements Vary</li></ul></li></ul><br/>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.<br/> <p>Powered by JazzHR</p>

Senior Tax Specialist

Accounting Specialist Jobs in Marquette, MI

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Tax Planning Specialist Hantz Group

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