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7 Days Ago
Marquette, MI, USA
480 Employees
5-7 Years of Experience
480 Employees
5-7 Years of Experience
Financial Services
The Senior Tax Specialist analyzes tax liabilities, prepares tax projections and returns, and collaborates with Financial Advisors to reduce clients' tax liabilities. They deliver presentations, maintain client relationships, and comply with industry regulations, while representing clients before tax authorities when necessary.
7 Days Ago
Saginaw, MI, USA
480 Employees
5-7 Years of Experience
480 Employees
5-7 Years of Experience
Financial Services
As a Senior Tax Specialist, you will analyze tax liability, prepare tax returns and projections, develop financial strategies in collaboration with financial advisors, market and sell tax plans, and represent clients before tax authorities. You will also engage in client presentations and uphold compliance with industry regulations.
7 Days Ago
Mount Pleasant, MI, USA
480 Employees
5-7 Years of Experience
480 Employees
5-7 Years of Experience
Financial Services
As a Senior Tax Specialist at Hantz Group, you will analyze tax liabilities, prepare tax projections and returns, develop financial strategies with financial advisors, and represent clients before tax authorities. You will also market tax plans and engage in continuing education to enhance your expertise and service quality.
7 Days Ago
Traverse City, MI, USA
480 Employees
5-7 Years of Experience
480 Employees
5-7 Years of Experience
Financial Services
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.
7 Days Ago
Okemos, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
As a Tax Planning Specialist at Hantz Group, you will analyze tax liabilities, prepare tax projections and returns, and collaborate with Financial Advisors. You will develop financial strategies to reduce client tax liability and maintain client relations while ensuring compliance with industry regulations. You may represent clients before tax authorities and are expected to take a proactive approach to tax planning.
7 Days Ago
Marquette, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
As a Tax Planning Specialist, you will analyze tax liabilities, prepare tax projections and returns, and work with Financial Advisors to develop strategies that reduce clients’ tax liability. You will also be involved in marketing tax plans, maintaining a client base, and representing clients before tax authorities.
7 Days Ago
Clinton Township, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
The Tax Planning Specialist at Hantz Group will analyze tax liability, prepare tax projections and returns, and work with financial advisors to develop strategies for clients. The role includes client interactions, compliance with industry regulations, and representing clients before tax authorities.
7 Days Ago
Traverse City, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
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.
7 Days Ago
Saginaw, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
The Tax Planning Specialist at Hantz Group will analyze tax liability, prepare and file tax returns, and develop tax strategies in collaboration with Financial Advisors. They will also conduct client presentations, maintain client relationships, and ensure compliance with industry regulations.
7 Days Ago
Bay City, MI, USA
480 Employees
1-3 Years of Experience
480 Employees
1-3 Years of Experience
Financial Services
As a Tax Planning Specialist, you will analyze tax liabilities, prepare tax projections and returns, collaborate with financial advisors, and market tax plans to develop client relationships while complying with industry regulations.
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