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22 Hours Ago
Independence, OH, USA
480 Employees
Entry level
480 Employees
Entry level
Financial Services
As a Financial Planning Assistant at Hantz Group, you will support financial advisors by booking appointments, preparing documents for meetings, communicating with clients, and coordinating business efforts related to insurance services. This position allows for growth within the company and the opportunity to obtain necessary licenses.
22 Hours Ago
Tecumseh, MI, USA
480 Employees
Senior level
480 Employees
Senior level
Financial Services
As an Advanced Tax Planning Specialist, you will collaborate with Financial Advisors to create strategies to minimize clients’ tax liabilities, conduct tax analysis, and prepare tax returns. Responsibilities include preparing projections, delivering client presentations, and representing clients before the IRS.
22 Hours Ago
Canton, MI, USA
480 Employees
Senior level
480 Employees
Senior level
Financial Services
As an Advanced Tax Planner, you will analyze tax liabilities, prepare tax projections and returns, and develop financial strategies to reduce client tax liabilities. Collaborate with financial advisors and other specialists to identify opportunities for high-income clients and represent them before tax authorities.
22 Hours Ago
Canton, MI, USA
480 Employees
Junior
480 Employees
Junior
Financial Services
As a Senior Tax Specialist, you will analyze tax liabilities, prepare and file tax returns, and develop financial strategies in collaboration with financial advisors to minimize clients' tax liabilities. You will also deliver presentations, maintain a client base, and comply with IRS regulations.
22 Hours Ago
Willoughby, OH, USA
480 Employees
Senior level
480 Employees
Senior level
Financial Services
As an Advanced Tax Planner, you will analyze tax liabilities, prepare tax projections and returns, develop strategies to minimize client taxes, and collaborate with Financial Advisors. You will also deliver presentations, maintain a client base, and represent clients before tax authorities.
22 Hours Ago
Independence, OH, USA
480 Employees
Senior level
480 Employees
Senior level
Financial Services
As an Advanced Tax Planning Specialist, you will analyze tax liability, prepare tax projections and returns, and collaborate with financial advisors to develop strategies for reducing client tax liabilities. You will also deliver presentations, market tax plans, and represent clients before the IRS and state departments.
22 Hours Ago
Willoughby, OH, USA
480 Employees
Junior
480 Employees
Junior
Financial Services
As a Senior Tax Planning Specialist, you will analyze tax liability, prepare tax projections and returns, and collaborate with Financial Advisors to develop strategies that minimize clients' tax liabilities. Your role involves delivering presentations, maintaining client relationships, and representing clients before tax authorities.
22 Hours Ago
Independence, OH, USA
480 Employees
Junior
480 Employees
Junior
Financial Services
As a Senior Tax Planning Specialist, you will analyze tax liabilities, prepare projections and tax returns, and collaborate with Financial Advisors to develop strategies that minimize tax obligations for clients. You will engage with clients, present information, and ensure compliance with industry regulations, while maintaining a holistic approach to client service.
22 Hours Ago
Tecumseh, MI, USA
480 Employees
Junior
480 Employees
Junior
Financial Services
The Senior Tax Specialist will analyze tax liability, prepare tax projections, file tax returns, and deliver presentations. They will work collaboratively with financial advisors to reduce clients' tax liabilities and market suitable tax plans, while ensuring compliance with industry regulations.
22 Hours Ago
Romeo, MI, USA
480 Employees
Entry level
480 Employees
Entry level
Financial Services
Financial Advisor role at Hantz Group, a Michigan-based financial company offering holistic financial planning services to individuals and businesses. Responsibilities include developing and maintaining a client base, analyzing investment opportunities, marketing investment products, preparing presentations, and complying with industry regulations. Bachelor's degree or equivalent experience is required, along with strong communication skills and motivation. Benefits include health/dental/vision insurance, 401K, and more. Licenses such as FINRA Series 7 and State Life, Accident & Health are required and can be sponsored by HFSI.
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