Tax Planning Specialist

Tax Planning Specialist

            Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines, yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

Areas of focus:

*Asset Management

* Insurance

*Banking & Cash Management

*Estate Planning

*Financial Planning & Retirement

*Tax Strategy and Planning

*Debt (Commercial and Consumer Lending)

*Property & Casualty Insurance (Personal & Business)

Hantz Tax and Business specialist have the experience, skills and knowledge required to help clients minimize their taxes. After conducting a comprehensive examination of client’s financial situations, the Financial Consultant and Tax Planning Specialist create a plan to help clients reduce their taxes, achieve short-term goals and plan for long-term financial goals.

We are looking for experienced tax professionals to work as a part of our team. Tax planning and knowledge of the current tax changes is essential for success in this position.

Candidates should have experience preparing 1040’s, C-Corporation and S-Corporation returns and 1065 returns.

Essential Job Functions:

·  Prepare tax projections

·  Analyze tax liability

·  Prepare and deliver presentations to clients and prospective clients

·  Market and sell appropriate tax plans

·  Complete tax returns

·  Develop and maintain client base

·  All other tasks assigned

Education/Knowledge & Skills:

·  Bachelor’s degree or equivalent experience

·  CPA or Enrolled Agent preferred

·  Ability to work as a part of a team

·  Skills to excel in client interaction

·  Strong written and verbal communication skills

·  Ability to work well under pressure with multiple priorities and deadlines

·  Leadership qualities and an entrepreneurial spirit

·  Strong work ethic

OTHER POSITIONS AVAILABLE AT OUR OFFICES THROUGHOUT MICHIGAN AND NORTHERN OHIO

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