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As a Tax Planning Specialist at Hantz Group, you will analyze tax liability, prepare tax projections and returns, deliver presentations to clients, collaborate with financial advisors, and ensure compliance with industry regulations. You will work to minimize clients' tax liability and provide tailored financial strategies.

The Financial Planning Assistant at Hantz Group works with Financial Advisors and Specialists to provide holistic financial planning services to clients. Responsibilities include appointment booking, client communication, and business coordination. Education requirements include a High School Diploma/GED, strong communication and organizational skills, and proficiency in Microsoft Office. Benefits include health/dental/vision insurance, paid time off, and 401K. Licenses required include FINRA Series 7 and 66, State Life, Accident & Health, and State Property & Casualty. HFSI sponsors and pays for all required licensing.

As a Tax Planning Specialist, you will analyze tax liabilities, prepare tax projections and returns, and collaborate with Financial Advisors to create strategies for minimizing clients' tax liability. You'll also be responsible for developing and maintaining client relationships, marketing tax plans, and ensuring compliance with industry regulations.