Teams at Hantz Group

Develop and maintain a client base, analyze client needs and investment opportunities, recommend financial strategies, market and sell investment products, deliver client presentations, attend continuing education, and comply with industry regulations. The role supports holistic financial planning across investments, insurance, retirement, tax, debt, estate planning, and property and casualty insurance.

As a Tax Planning Specialist, you will analyze tax liabilities, prepare projections and returns, and collaborate with financial advisors to reduce client tax liabilities.

The Tax Planning Specialist analyzes tax liability, prepares tax projections and returns, markets tax plans, and collaborates with financial advisors to optimize clients' tax strategies.