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Job DescriptionSenior 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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. Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. Essential Job Functions: • Analyze Tax Liability, • Prepare Tax Projections, • Prepare and file Tax Returns, • Prepare and deliver presentations to clients and prospective clients, • Develop and maintain client base, • Market and sell appropriate tax plans, • Attend meetings and continuing education sessions, • Take a holistic approach with a team of financial professionals to service clients, • Comply with all industry rules and regulations, • Represent clients in front of the IRS and state revenue departments, • All other task assigned Education/Knowledge & Skills:, • Ability to effectively manage competing priorities, stringent deadlines, and multiple clients, • Strong sense of professional and personal accountability, • Basic computer skills and experience with Microsoft Office applications, • Bachelor’s Degree in Accounting, Finance, or related field, • 1-year relevant experience preparing federal, state, and local tax returns for individuals, • Enrolled Agent or Certified Public Accountant license preferred, • Must possess or be able to obtain Preparer Tax Identification Number (PTIN), • Strong written and verbal communication skills, • Highly motivated and a self-starter, • Strong leadership qualities, work ethic and an entrepreneurial spirit, • Experience with CCH Axcess Software preferredBenefits:, • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Powered by JazzHR M4r4wuYLE8

Job DescriptionTax 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 manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer 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. Tax Strategy and PlanningOur Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. Essential Job Functions: • Analyze Tax Liability, • Prepare Tax Projections, • Prepare and file Tax Returns, • Prepare and deliver presentations to clients and prospective clients, • Develop and maintain client base, • Market and sell appropriate tax plans, • Attend meetings and continuing education sessions, • Take a holistic approach with a team of financial professionals to service clients, • Comply with all industry rules and regulations, • Represent clients in front of the IRS and state revenue departments, • All other task assigned Education/Knowledge & Skills:, • Ability to effectively manage competing priorities, stringent deadlines, and multiple clients, • Strong sense of professional and personal accountability, • Basic computer skills and experience with Microsoft Office applications, • Bachelor’s Degree in Accounting, Finance, or related field, • 1-year relevant experience preparing federal, state, and local tax returns for individuals, • Enrolled Agent or Certified Public Accountant license preferred, • Must possess or be able to obtain Preparer Tax Identification Number (PTIN), • Strong written and verbal communication skills, • Highly motivated and a self-starter, • Strong leadership qualities, work ethic and an entrepreneurial spirit, • Experience with CCH Axcess Software preferredBenefits:, • Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview. Powered by JazzHR uRhOx9vIqe

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Company parties, • Competitive salary, • Flexible schedule, • Free food & snacks Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain client relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to clients., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Strong leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.