Search the 63 jobs at Hantz Group

Develop and maintain client base, analyze investment opportunities and client needs, recommend appropriate strategies, market and sell investment products, prepare and deliver presentations, attend meetings and continuing education sessions, comply with industry rules and regulations.

As a Senior Tax Planning Specialist at Hantz Group, you will work with a team of financial advisors to develop financial strategies and reduce clients' tax liability. You will analyze tax liability, prepare tax projections, file tax returns, and deliver presentations to clients. You will also develop and maintain a client base, market and sell tax plans, and represent clients in front of tax authorities. The role requires strong communication skills, attention to detail, and experience preparing and reviewing various types of tax returns.

The Financial Planning Assistant position at Hantz Group involves assisting advisors with client services, booking appointments, preparing quotes, and coordinating meetings. The role requires strong communication skills, organizational skills, and proficiency in Microsoft Office and basic database use. It is an entry-level position in the Finance category.

As a Planning Analyst at Hantz Group, you will be integrated into the Family Office and work closely with Financial Advisors. Your responsibilities include assisting with client services, coordinating meetings, and booking appointments. This position offers opportunities for growth and requires strong communication, time management, and analytical skills. The work hours are flexible, allowing for hands-on experience while pursuing a Bachelor's degree.

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. You will analyze tax liability, prepare tax projections, and file tax returns. Strong attention to detail and knowledge of tax laws are essential for this role.

The Advanced Tax Planner at Hantz Group is responsible for analyzing tax liability, preparing tax projections, filing tax returns, and delivering presentations to clients. They will also develop and maintain a client base, market and sell appropriate tax plans, and represent clients in front of IRS and state revenue departments. The ideal candidate has a bachelor's degree in accounting or finance, 6+ years of relevant experience, and active Enrolled Agent or Certified Public Accountant license.

Work as part of the tax team to complete tax projections and prepare tax returns for clients. Analyze tax liability, prepare tax projections, meet assigned goals, attend meetings and trainings, assist in servicing clients, comply with industry rules and regulations, and perform other assigned tasks.

As an Advanced Tax Planning Specialist at Hantz Group, you will work with Financial Advisors to develop financial strategies and reduce clients' tax liability. Responsibilities include analyzing tax liability, preparing tax projections, filing tax returns, and representing clients in front of tax authorities.

The Advanced Tax Planner at Hantz Group will work with Financial Advisors to develop financial strategies and reduce clients' tax liability. Responsibilities include analyzing tax liability, preparing tax projections, filing tax returns, presenting to clients, and maintaining client relationships. The role requires a Bachelor's degree in Accounting or Finance, 6+ years of tax preparation experience, and relevant licenses. Strong communication, leadership, and computer skills are essential.

Senior Tax Planning Specialist at Hantz Group, responsible for analyzing tax liability, preparing tax projections, and filing tax returns. Collaborates with Financial Advisors to develop financial strategies to reduce tax liability for clients. Requires 3+ years of tax preparation experience and strong communication skills.

As a Senior Tax Planning Specialist at Hantz Group, you will work with Financial Advisors to develop financial strategies and reduce clients' tax liability. Responsibilities include analyzing tax liability, preparing tax projections and returns, delivering presentations, and maintaining client base. Strong communication, leadership qualities, and compliance with industry regulations are essential. The position requires 3+ years of tax preparation experience with preference for an Enrolled Agent or CPA license.

As a Tax Planning Specialist at Hantz Group in Michigan, you will work with Financial Advisors to develop financial strategies, reduce client tax liability, analyze tax liability, and prepare tax projections and returns. The role requires a Bachelor's Degree in Accounting or Finance, 1 year of relevant experience, and strong communication and computer skills. You will also need to obtain or possess a Preparer Tax Identification Number (PTIN) and experience with CCH Axcess Software is preferred.

As a Tax Planning Specialist at Hantz Group, you will be responsible for analyzing tax liability, preparing tax projections, and filing tax returns for individual clients. Additionally, you will develop financial strategies to minimize tax liability and maintain a client base. Strong communication, organizational, and leadership skills are essential for this role.

As a Tax Planning Specialist at Hantz Group, you will be responsible for analyzing tax liability, preparing tax projections, filing tax returns, and developing financial strategies to reduce tax liability for individual clients. You will work with a team of financial professionals to provide comprehensive tax planning services. The role requires a Bachelor's degree in Accounting, Finance, or a related field, strong communication skills, and experience in preparing tax returns.

Assist a department or executive with booking appointments, data entry, managing calendar, meeting prep, and coordinating business meetings. Ensure compliance with industry regulations and perform other assigned tasks.

The Receptionist / Office Administrator at Hantz Group is responsible for answering phones, greeting clients, preparing mail, and various administrative tasks to support the office operations.

Work as part of the tax team to complete tax projections and prepare returns for clients.

As a Planning Analyst at Hantz Group, you will work closely with Financial Advisors to gain hands-on experience in the financial services industry. Your responsibilities will include booking appointments, participating in meeting prep, assisting with client services, coordinating meetings with advisors and other teams, and complying with industry regulations. This position requires strong oral and written communication skills, effective time management, attention to detail, and proficiency in Microsoft Office. It is an entry-level role suitable for individuals pursuing a career in financial services.

Assist in booking appointments, prepare quotes, assist with client services, coordinate meetings, market to companies, comply with industry regulations

Hantz Group is seeking a Financial Consultant to develop and maintain a client base, analyze investment opportunities, recommend strategies, market and sell investment products, and deliver presentations to clients. The successful candidate must have strong written and verbal communication skills, be highly motivated, able to work well under pressure, possess leadership qualities, and have a strong work ethic. A bachelor's degree or equivalent experience is required, and the candidate must be able to obtain the required licenses.