Senior Tax Specialist - Sault Ste Marie, United States - Hantz Group

Description

Hantz Group

Join our team as a Senior Tax Planning Specialist at Hantz Group, a prominent Michigan-based financial company dedicated to helping individuals and businesses achieve their financial objectives. As a Family Office managing over $11B in assets, with 20 offices and a team of over 600 professionals, we offer a comprehensive range of customized services for each client.

At Hantz Group, we believe in a collaborative approach, bringing together a team of experts to deliver outstanding results tailored to our clients' needs. Our focus is on reducing stress and saving time for families, allowing them to concentrate on what truly matters.

Tax Strategy and Planning

Our Tax Planning Specialists are committed to providing forward-thinking strategies to minimize tax obligations for our clients in the future. We emphasize proactive tax planning, continuously monitoring our clients' tax situations to offer timely projections before the final tax return preparation.

Essential Job Functions:

• Analyze Tax Liability
• Prepare Tax Projections
• Carry out Tax Returns
• Deliver presentations to clients
• Build and sustain client relationships
• Market and propose tax plans
• Participate in meetings and education sessions
• Collaborate with financial professionals
• Ensure compliance with industry regulations
• Represent clients with tax authorities
• Handle assigned tasks

Education, Knowledge, & Skills:

• Strong multitasking abilities
• Professional and personal accountability
• Proficiency in Microsoft Office
• 3 years of tax preparation experience
• Enrolled Agent or CPA license (preferred)
• Excellent communication skills
• Self-motivated with leadership qualities

Benefits:

• Health, Dental, Vision Insurance
• Paid Time Off
• 401K
• Voluntary Life and Disability Insurance
• Flexible Spending Accounts
• Eligibility requirements may apply

The company is an equal opportunity employer and does not discriminate on any basis protected by law.