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17 Days Ago
Saginaw, MI, USA
480 Employees
Junior
480 Employees
Junior
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.
17 Days Ago
Bay City, MI, USA
480 Employees
Junior
480 Employees
Junior
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.
17 Days Ago
Okemos, MI, USA
480 Employees
Junior
480 Employees
Junior
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.
17 Days Ago
Davison, MI, USA
480 Employees
Junior
480 Employees
Junior
Financial Services
As a Tax Planning Specialist, you will work with Financial Advisors to develop strategies that minimize clients' tax liabilities. Your responsibilities include analyzing tax situations, preparing tax projections and returns, and collaborating with a team to uncover opportunities for clients while complying with industry regulations.
17 Days Ago
Saginaw, MI, USA
480 Employees
Junior
480 Employees
Junior
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.
17 Days Ago
Bay City, MI, USA
480 Employees
Entry level
480 Employees
Entry level
Financial Services
The Financial Planning Assistant supports a team of Financial Advisors by assisting with appointments, preparing materials for meetings, marketing insurance services, and ensuring compliance with industry regulations. This role offers opportunities for growth within the practice and requires strong communication and organizational skills.
17 Days Ago
Saginaw, MI, USA
480 Employees
Entry level
480 Employees
Entry level
Financial Services
As a Financial Planning Assistant, you will support Financial Advisors by preparing for meetings, coordinating client services, and marketing business opportunities. Your role will involve tasks like booking appointments, complying with industry regulations, and assisting in communication among advisors, tax teams, and estate planners. This position offers growth potential within the financial planning practice.
17 Days Ago
Grandville, MI, USA
480 Employees
Junior
480 Employees
Junior
Financial Services
As a Tax Planning Specialist, you will analyze tax liabilities, prepare tax projections and returns, develop financial strategies, market tax plans, and represent clients before tax authorities. You will work collaboratively with Financial Advisors and other specialists to reduce clients' tax liabilities while ensuring compliance with industry regulations.
17 Days Ago
Grandville, MI, USA
480 Employees
Entry level
480 Employees
Entry level
Financial Services
The Tax Associate will be responsible for analyzing tax liabilities, preparing tax projections and returns, and collaborating with CPAs and financial advisors. This entry-level position offers the opportunity to learn about tax accounting and its relationship with financial services while supporting client servicing tasks and complying with industry regulations.
17 Days Ago
Okemos, MI, USA
480 Employees
Entry level
480 Employees
Entry level
Financial Services
The Tax Associate will analyze tax liability, prepare tax projections, assist clients, and collaborate with CPAs and Financial Advisors. This role requires completing tax tasks while ensuring compliance with industry regulations. It is designed as an entry-level position to grow within the tax profession.
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