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The Tax Associate will start their career in tax by completing tax analysis, preparing projections and returns, and collaborating with tax specialists. They will manage priorities, comply with industry regulations, and support tax services for clients.

As a Tax Associate at Hantz Group, you will analyze tax liability, prepare tax projections, collaborate with tax specialists, and comply with industry regulations while working closely with CPAs, Accountants, and Financial Advisors to assist clients in achieving financial goals.

The Office Administrator is responsible for answering phones, greeting clients, maintaining client relations, handling mail, entering business transactions, and ordering supplies. They perform various administrative tasks as assigned by the management to ensure the smooth operation of the office.

As a Financial Advisor at Hantz Group, you will develop and maintain a client base while analyzing investment opportunities and recommending strategies. You’ll market investment products, prepare presentations, and comply with industry regulations. Ongoing support for building your practice will be provided, along with continuing education.

As an Advanced Tax Planning Specialist, you will analyze tax liabilities, prepare tax projections and returns, and develop financial strategies to reduce tax liabilities. You'll work with financial advisors and collaborate with a team to service high net worth clients, ensuring compliance with industry regulations while representing clients before tax authorities.

The Financial Planning Assistant will assist Financial Advisors by preparing meeting materials, booking appointments, communicating with clients, and coordinating business flow with the operations and planning teams. This role offers opportunities for professional growth and licensing to become a Financial Advisor.

As an Advanced Tax Planner at Hantz Group, you will analyze tax liabilities, prepare tax projections, and file tax returns while collaborating with financial advisors to minimize clients' tax liabilities. You'll also market and sell tax plans and represent clients before the IRS and state revenue departments.