- 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
- 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
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
-
Financial Eligibility Specialist
3 weeks ago
Community Care, Inc. Mount Pleasant, United StatesFinancial Eligibility Specialist, Full-Time, Day Shift · Community Care is hiring a Financial Eligibility Specialist to join our team. This rewarding opportunity is perfect for someone who enjoys team collaboration, being part of a mission driven organization and who shares our m ...
-
Team Leader
1 day ago
Oceanic Enterprises Seat Pleasant, United StatesWe are looking for support for our team at Seat Pleasant · The ideas and personal commitment of our employees have made RTK a recognized specialist for industrial valves with over 130 employees. We rely on highly motivated, competent employees who are passionate about our goals. ...
-
Eclipse Solutions Mount Pleasant, United StatesMount Pleasant Kreutzpointner, headquartered in Burghausen, is one of the leading medium-sized specialist companies for electrical engineering, switchgear construction, engineering, IT, and solar in Germany with an annual turnover of around 110 million euros. Since its founding i ...
-
Landscape Construction Crew Member
4 days ago
YARDWORKS Mount Pleasant, United StatesCompany Overview: Yardworks is a leading landscape design and construction firm dedicated to creating stunning outdoor spaces that enrich the lives of our clients. We have been in business for over 15 years providing Landscape Architecture & Design, Installation, and Maintenance ...
-
Aurora Ventures Mount Union, United StatesOur client, a hospital for basic and standard care, is currently seeking a · Senior Physician for Pediatrics and Adolescent Medicine (m/f/d) · in the greater Siegen area. · The offer: · The department's focus areas include general pediatrics, as well as neonatology, neuropediatri ...
-
Central Control Referent
1 day ago
Apex Dynamics Mount Union, United StatesERGO is one of the largest insurance groups in Germany and Europe. We offer a dynamic environment and challenging tasks in diverse projects - where you can continue to grow. Join us in exploring new paths. Our common goal: to provide our customers with exactly what they need. · ...
-
Elderly Caregiver
2 days ago
Infinity Systems Shepherd, MI, United States Freelance**Nursing Assistant (m/f/d)**: · Join MCG Stuttgart, where "Passion for People" is not just a slogan and you will experience genuine appreciation. · We look forward to your application as a Nursing Assistant (m/f/d) full-time or part-time with top earnings nationwide · **Location ...
-
Senior Tax Specialist
1 week ago
Hantz Group Mount Pleasant, United StatesJob Description · Job Description Hantz Group · 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 ...
-
Building Automation Systems Specialist
1 week ago
Siemens Corporation Mount Pleasant, United StatesHere at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds. Improving how we live, work, and move today and for the next generation We know that the only way a business thriv ...
-
Training in the high school program for retail
3 weeks ago
Aurora Ventures Lake Isabella, United StatesLocation: 74921 Helmstadt/Bargen | Contract Type: Full-time, temporary | Job ID: 813250 · Start of Training: | Planned End of Training: · PENNY is part of the REWE Group and employs over employees in around 2,140 stores, 10 logistics locations, and the headquarters. In the PENNY ...
-
donor intake nurse
2 weeks ago
BioLife Plasma Services Mt Pleasant, MI , USA, United StatesBy clicking the Apply button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda's Privacy Notice and Terms of Use . I further attest that all information I submi ...
-
Ophthalmic Specialist
1 week ago
Froedtert Memorial Lutheran Hospital Mount Pleasant, United StatesDiscover. Achieve. Succeed. #BeHere · Location: US:WI:MT PLEASANT at our EYE SPECIALISTS - MT PLEASANT facility. · This job is ON - SITE. · FTE: · Shift: 1st · Schedule: Monday: 8am-6:00pm, Tuesday; 8am-4:30pm, Off Wednesday, Thursday: 8am-6:00pm, Friday: 8am-1:00pm. · Job Summa ...
-
Plasma Center Nurse
2 weeks ago
BioLife Plasma Services Mount Pleasant, MI, United StatesBy clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda's Privacy Notice and Terms of Use . I further attest that all information I sub ...
-
Executive Office Specialist
1 week ago
Central Michigan University Mount Pleasant, United States Part timeBookmark this Posting | Print Preview | Apply for this Job · Please see Special Instructions for more details. · Central Michigan University is dedicated to fostering a broadly diverse and inclusive campus that respects all social identities, experiences, and perspectives. In an ...
-
Mid-Michigan Area Public Schools Consortium Mt Pleasant, United StatesPosition Type: · Special Education/School Psychologist · Date Posted: · 4/15/2024 · Location: · Mt Pleasant Public Schools · Date Available: · 08/19/2024 · Closing Date: · 07/29/2024 · District: · Mt. Pleasant Public Schools - websiteSCHOOL PSYCHOLOGIST or · BOARD CERTIFIED BEHA ...
-
Assistant Wrestling Coach
1 week ago
Central Michigan University Mount Pleasant, United StatesBookmark this Posting | Print Preview | Apply for this Job · Please see Special Instructions for more details. · Central Michigan University is dedicated to fostering a broadly diverse and inclusive campus that respects all social identities, experiences, and perspectives. In an ...
-
Assistant Women's Lacrosse Coach
1 week ago
Central Michigan University Mount Pleasant, United StatesBookmark this Posting | Print Preview | Apply for this Job · Please see Special Instructions for more details. · Central Michigan University is dedicated to fostering a broadly diverse and inclusive campus that respects all social identities, experiences, and perspectives. In an ...
-
Admin Secretary
1 week ago
Central Michigan University Mount Pleasant, United StatesBookmark this Posting | Print Preview | Apply for this Job · Please see Special Instructions for more details. · Central Michigan University is dedicated to fostering a broadly diverse and inclusive campus that respects all social identities, experiences, and perspectives. In an ...
-
Human Resources Technician
1 week ago
Central Michigan University Mount Pleasant, United StatesBookmark this Posting | Print Preview | Apply for this Job · Please see Special Instructions for more details. · Central Michigan University is dedicated to fostering a broadly diverse and inclusive campus that respects all social identities, experiences, and perspectives. In an ...
-
Clinical Research Nurse/CMED
1 week ago
Central Michigan University Mount Pleasant, United StatesBookmark this Posting | Print Preview | Apply for this Job · Please see Special Instructions for more details. · Central Michigan University is dedicated to fostering a broadly diverse and inclusive campus that respects all social identities, experiences, and perspectives. In an ...
Tax Planning Specialist - Mount Pleasant, United States - Hantz Group
Description
Job Description
Job DescriptionTax 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:
Education/Knowledge & Skills:
Benefits:
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
56lGcF1A9x