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Senior planner Jobs in Toledo, OH

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Senior planner • toledo oh

Last updated: 1 day ago
Advanced Tax Planner

Advanced Tax Planner

Hantz GroupMaumee, OH, US
Full-time
Quick Apply
Advanced Tax Planner 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...Show moreLast updated: 30+ days ago
Event Planner Jobs : Hiring Immediately! Full Time / Part Time - $18-$27 / Hr

Event Planner Jobs : Hiring Immediately! Full Time / Part Time - $18-$27 / Hr

MyJobsCornerToledo, Ohio, US
Full-time +1
Find your next job here! Will train the right candidate! Average salaries from $18 - $27 / Hr, full time and part time shifts available now! Hiring for : Event Planner.Show moreLast updated: 7 days ago
Project Planner

Project Planner

Nooter ConstructionToledo, OH, USA
Full-time
Quick Apply
Perform routine scheduling assignments, which require the selection and application of resource monitoring principles, techniques and technical knowledge of construction projects in the Oil & G...Show moreLast updated: 30+ days ago
Production Planner (Edgewood, MD)

Production Planner (Edgewood, MD)

Smiths DetectionOhio, USA
Full-time
SUMMARY OF ESSENTIAL FUNCTIONS : .To review MRP planned orders and messages and maintain production orders to meet the factory plans created by the Master Scheduling Manager.To interface between the ...Show moreLast updated: 30+ days ago
Strategic Network and Cost Optimization Planner

Strategic Network and Cost Optimization Planner

Transaction Network ServicesOhio, Virtual , USA
Full-time
An extraordinarily talented group of individuals work together every day to drive TNS' success, from both professional and personal perspectives. The Strategic Network and Cost Optimization Planner ...Show moreLast updated: 15 days ago
Senior Machine Designer

Senior Machine Designer

SelectekToledo, OH, United States
Full-time
We are seeking a Senior Machine Designer in any of the following locations : Toledo OH, Columbus OH, Midland MI, Troy MI, or Portage, MI. You will play a pivotal role in the detailed design and devel...Show moreLast updated: 16 days ago
Senior Tax Specialist

Senior Tax Specialist

H&R BlockLambertville, MI, United States
Full-time
At H&R Block, we believe in the power of people helping people.Our mission is to empower our clients, associates, and communities everywhere. We foster a high-performing, connected culture where eve...Show moreLast updated: 2 days ago
Senior Project Surveyor

Senior Project Surveyor

Colliers Engineering & DesignMaumee, OH, United States
Full-time
Colliers Engineering & Design is seeking a Project Surveyor to join our Surveying team in our Toledo offices!.Colliers Engineering & Design’s survey professionals have the expertise to achieve high...Show moreLast updated: 1 day ago
Senior Tax Associate

Senior Tax Associate

William Vaughan CompanyMaumee, OH, US
Full-time
Quick Apply
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 b...Show moreLast updated: 30+ days ago
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Advanced Tax Planner

Advanced Tax Planner

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

Advanced Tax Planner 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 an Advanced 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 higher income and net worth 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 Strong written and verbal communication skills Highly motivated and a self-starter Strong leadership qualities, work ethic and an entrepreneurial spirit   Bachelor’s Degree in Accounting, Finance or related field 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts Must possess active Enrolled Agent or Certified Public Accountant license Must possess active Preparer Tax Identification Number (PTIN) 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.
  • 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