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As a Tax Planning Specialist, you will analyze tax liabilities, prepare tax projections and returns, and collaborate with Financial Advisors to develop strategies that minimize client tax liability. The role includes client presentations, maintaining client relationships, compliance with regulations, and representing clients before tax authorities.
The Tax Planning Specialist will work with Financial Advisors to develop financial strategies, minimize client tax liabilities, prepare and analyze tax returns and projections, and collaborate with other specialists. Additional responsibilities include marketing tax plans, managing client relationships, and ensuring 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.
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.
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 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 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.
As an Advanced Tax Planner, you will analyze tax liability, prepare tax projections and returns, and develop strategies to reduce clients' tax burdens. You will work alongside Financial Advisors, collaborate with specialists, and represent clients before tax authorities, ensuring compliance with industry regulations.
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.
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