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The Financial Planning Assistant will assist Financial Advisors by preparing meeting materials, booking appointments, communicating with clients, and coordinating business flow with the operations and planning teams. This role offers opportunities for professional growth and licensing to become a Financial Advisor.
As an Advanced Tax Planner at Hantz Group, you will analyze tax liabilities, prepare tax projections, and file tax returns while collaborating with financial advisors to minimize clients' tax liabilities. You'll also market and sell tax plans and represent clients before the IRS and state revenue departments.
As an Advanced Tax Planner, you will analyze tax liabilities, prepare tax projections and returns, and work closely with financial advisors to create strategies that reduce client tax liabilities. Your role includes collaborating with specialists to uncover opportunities for clients and staying compliant with industry regulations.
The Advanced Tax Planner will analyze tax liabilities, prepare tax projections and returns, and collaborate with financial advisors to develop strategies that reduce clients’ tax liabilities. The role involves marketing tax plans, driving client relationships, and representing clients before the IRS and state departments.
As an Advanced Tax Planner, you will collaborate with Financial Advisors to create financial strategies, analyze client tax liability, prepare tax projections and returns, and represent clients before tax authorities. You will also market tax plans and maintain client relationships.
The Advanced Tax Planner will analyze tax liabilities, prepare tax projections and returns, and collaborate with Financial Advisors to reduce tax liabilities for clients. Responsibilities include client presentations, maintaining client relationships, and ensuring compliance with tax regulations.
The Senior Tax Specialist at Hantz Group will analyze tax liabilities, prepare tax projections, and file tax returns. They will collaborate with financial advisors to create strategies for clients to minimize their taxes and market appropriate tax plans. They will also conduct client presentations and represent them before tax authorities.
The Senior Tax Planning Specialist will analyze tax liabilities, prepare projections and returns, and collaborate with financial advisors to minimize clients' tax obligations. They will also maintain client relationships, deliver presentations, and represent clients before IRS and state departments while ensuring compliance with regulations.
As a Senior Tax Specialist at Hantz Group, you will work with Financial Advisors to create financial strategies that minimize individual clients’ tax liabilities. Responsibilities include analyzing tax situations, preparing projections and returns, delivering client presentations, and complying with tax regulations.
As a Senior Tax Planning Specialist, you will analyze tax liability, prepare and file tax returns, and develop financial strategies to minimize clients' taxes. You will collaborate with Financial Advisors and other specialists, market tax plans, ensure compliance with industry regulations, and represent clients before tax authorities.
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