Talent.com
Senior Tax Specialist
Senior Tax SpecialistHantz Group • Maumee, OH, US
Senior Tax Specialist

Senior Tax Specialist

Hantz Group • Maumee, OH, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Senior 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 Planning Our 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 preferred Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. Powered by JazzHR
Create a job alert for this search

Senior Tax Specialist • Maumee, OH, US

Similar jobs

Tax Accountant

Padgett Business Services of NW OhioMaumee, OH, United States
Full-time

Padgett Business Services is a franchise tax, accounting, and financial reporting firm that has served the greater Toledo area for almost 30 years.We specialize in helping small businesses make mor...Show more

 • Promoted

Accountant

Vital Materials Co., LimitedBowling Green, OH, United States
Full-time

The Senior Accountant - will be responsible for ensuring the achievement of annual goals and plans while collaborating with foreign IPO work.Reporting directly to the Financial Controller, this ful...Show more

 • Promoted

Sr Analyst- Tax USA

First SolarPerrysburg, OH, United States
Permanent

Senior International Tax Analyst.First Solar reserves the right to offer you a role most applicable to your experience and skillset.The Senior International Tax Analyst is responsible for supportin...Show more

 • Promoted

Block Advisor Tax Advisor

H&R BlockSylvania, OH, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more

 • Promoted

Pre-Season Tax Professional

H&R Block, Inc.Toledo, OH, United States
Full-time

Our Company At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We a...Show more

 • Promoted

Client Solutions Manager

Slice Merchant ServicesBowling Green, OH, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...Show more

 • Promoted

Microbiology Team Lead

BetcoBowling Green, OH, United States
Full-time

Description The Microbiology Team Lead serves as both a technical leader and a hands-on contributor for the microbiology team.This role balances day-to-day laboratory work with technical leadership...Show more

 • Promoted

Accounting Clerk / AR Specialist

Fortune 500Toledo, OH, US
Full-time

Client: Fortune 500 Title: Accounting Clerk / AR Specialist Location: Toledo, OH Duration: 12 Months (Extension Possible) Schedule: Mon – Fri; 08:00 AM – 05:00 PM EST Pay Rate: $23/hr on W2 Summary...Show more

 • Promoted

Retail Associate

SpartanNash Associates, LLCNorth Baltimore, Ohio, US
Part-time

As a member of the C&S Wholesale Grocers family of companies, SpartanNash is a food solutions company that delivers the ingredients for a better life.A distributor, wholesaler and retailer with a g...Show more

 • Promoted

Tax Analyst

Owens CorningToledo, OH, United States
Full-time

Location(s): Toledo, OH, US, 43659-0001.Function: Finance and Accounting.Audience: Experienced Professional.The Tax Analyst II plays a critical role in Owens Corning's global income tax compliance ...Show more

 • Promoted

Direct Hire Associate Dentist Role in Findlay, Ohio

Clinical MagnetNorth Baltimore, OH, US
Permanent

Job ID: 130452 Direct Hire Associate Dentist Role in Findlay, OhioClinical Magnet, a division of ICON Medical Network, has a need for an Show more

 • Promoted

Senior Account Executive (IT), Global Growth Sales, Amazon Ads

AmazonMilan, MI, United States
Full-time

Description Would you like to become part of a highly innovative and rapidly growing team? Amazon Ads offers a wide range of advertising solutions with the goal of helping shoppers discover anythin...Show more

 • Promoted

Tax Accountant, Transactions

WelltowerToledo, OH, United States
Full-time

WELLTOWER REIMAGINE REAL ESTATE WITH US.Welltower, now the world's largest real estate company by market capitalization, is continuing to grow at an exciting pace!.At Welltower, we're transforming ...Show more

 • Promoted

Casino Tools Reviewer

ReeledgeMaybee, Michigan, United States
Full-time

Join our distributed team and help evaluate online platforms through interactive testing assignments.This is a flexible, remote opportunity with full training provided and no prior experience requi...Show more

 • Promoted

Home Health Physical Therapist $8,000 Bonus

Residential Home Health and HospiceDunbridge, OH, United States
Full-time

At Residential Home Health and Hospice (‘Residential’), we’re looking to add to our extraordinary care team.Grounded by our belief that outstanding care is best delivered in a team-based environmen...Show more

 • Promoted

Senior Tax Associate

William Vaughan CompanyMaumee, OH, United States
Full-time

Are you someone who wants to be part of something bigger? Want to work with a team of people where you can be YOU and you're not just a number? If so, this Senior Tax Associate position may be your...Show more

 • Promoted

Tax Manager - Toledo

Gbq PartnersToledo, OH, United States
Full-time

Oversee all aspects of the tax planning, preparation and review process for all tax engagements.Individual also oversees all miscellaneous tax projects and conducts complex tax research to support ...Show more

 • Promoted

Senior Accountant- Corporate

Arden CourtsToledo, OH, United States
Full-time

As the Senior Accountant, you'll be a key contributor to our finance team, ensuring accuracy, integrity, and efficiency across all accounting operations.You will manage drive efficient accounts pay...Show more