Search the 85 jobs at Hantz Group

As a Financial Planning Assistant, you will support Financial Advisors by preparing for meetings, managing client communications, handling business flow, and marketing insurance services. The role allows for growth within the practice and potential career advancement to Financial Advisor with the proper licensing.

The Senior Tax Planning Specialist will analyze tax liability, prepare tax projections, and file tax returns. Collaborate with financial advisors to develop strategies for minimizing client taxes while managing a client base and ensuring compliance with tax regulations.

The Senior Tax Specialist assists clients with tax strategies to minimize future tax liabilities. Responsibilities include analyzing tax situations, preparing projections and returns, delivering presentations, marketing tax plans, collaborating with financial advisors, and complying with industry regulations. The role requires strong communication skills and the ability to manage multiple clients.

As an Advanced Tax Planner, you will analyze clients' tax liability, prepare tax projections and returns, collaborate with financial advisors to develop strategies, market tax plans, and represent clients before tax authorities. This role requires managing multiple priorities and maintaining professional accountability.

As an Advanced Tax Planning Specialist, you will analyze tax liability, prepare tax projections, and file tax returns. Collaborating with financial advisors, you'll develop strategies to minimize clients' tax liabilities, deliver presentations, and maintain a client base while complying with industry regulations.

The Tax Associate position is an entry-level role focused on analyzing tax liabilities, preparing tax projections and returns, and collaborating with a team of CPAs and Financial Advisors to assist clients with their tax planning needs. This role offers a comprehensive introduction to tax accounting within a financial services environment.

As a Tax Planning Specialist, you will work with Financial Advisors to create tax strategies, analyze tax liabilities, prepare projections, file tax returns, and engage with clients to minimize tax obligations. You will also represent clients before IRS authorities.

As a Tax Planning Specialist, you will analyze tax liability, prepare tax projections and returns, and collaborate with Financial Advisors to develop strategies that minimize client tax liabilities. You will be responsible for client presentations, maintaining client relationships, and ensuring compliance with tax regulations.

The Tax Associate will start their career in tax by completing tax analysis, preparing projections and returns, and collaborating with tax specialists. They will manage priorities, comply with industry regulations, and support tax services for clients.

As a Tax Planning Specialist, you will analyze tax liabilities, prepare tax projections and returns, and deliver client presentations. Collaborating with Financial Advisors, you'll develop strategies to reduce clients' tax liabilities while ensuring compliance with all regulations.

The Tax Associate will analyze tax liabilities, prepare tax projections, and assist in servicing clients while collaborating with CPAs and Financial Advisors. This entry-level role is integrated into the Family Office and focuses on proactive tax planning and compliance with industry regulations.

The Tax Associate role involves collaborating with Tax Specialists to provide clients with tax projections, analyzing tax liabilities, and preparing tax returns. It serves as an entry-level position that offers exposure to tax accounting in a financial services environment. The position requires a proactive approach to tax planning and compliance with industry regulations.

The Tax Associate position involves analyzing tax liability, preparing tax projections, and collaborating with CPAs, accountants, and financial advisors to service clients. This entry-level role aims to improve tax accounting knowledge and includes meeting assigned goals and complying with industry regulations.

As a Financial Advisor at Hantz Group, you will develop and maintain a client base, analyze investment opportunities, recommend strategies, and market investment products. You will prepare presentations, attend meetings, and ensure compliance with industry regulations while collaborating with experts in various financial fields.

As a Financial Advisor at Hantz Group, you will develop and maintain a client base, analyze investment opportunities, recommend strategies, and present to clients. The role emphasizes compliance, continuous education, and collaboration with various specialists to provide comprehensive financial advice.

As a Financial Advisor at Hantz Group, you will develop and maintain a client base, analyze investment opportunities, market investment products, and prepare presentations. The role involves compliance with industry regulations and continuous professional development. A holistic approach to financial planning will guide your work alongside experts in various financial disciplines.

The Financial Advisor will develop and maintain a client base by analyzing investment opportunities and recommending strategies, while marketing investment products and preparing presentations for clients. Ongoing education and compliance with industry regulations are essential aspects of the role.

The Financial Planning Assistant will assist Financial Advisors by preparing for meetings, booking appointments, managing client communications, and coordinating with various teams. This role supports the financial planning practice and provides opportunities for growth and licensing.

As a Financial Planning Assistant, you will support Financial Advisors by assisting in bookings, preparing meeting materials, and communicating with clients to ensure smooth business operations. You will have opportunities to grow your career into roles such as a Financial Advisor through obtaining necessary licenses.

As a Financial Planning Assistant, you will support Financial Advisors by booking appointments, preparing meeting materials, assisting with client services, and coordinating with the operations, tax, and estate planning teams. The role involves client communications and offers growth opportunities within the company including obtaining licenses to advance your career.