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The Financial Advisor will develop and maintain a client base by analyzing investment opportunities and recommending strategies, while marketing investment products and preparing presentations for clients. Ongoing education and compliance with industry regulations are essential aspects of the role.

The Financial Planning Assistant will assist Financial Advisors by preparing for meetings, booking appointments, managing client communications, and coordinating with various teams. This role supports the financial planning practice and provides opportunities for growth and licensing.

As an Advanced Tax Planner, you will analyze tax liabilities, prepare tax projections and returns, develop strategies to minimize client taxes, and collaborate with Financial Advisors. You will also deliver presentations, maintain a client base, and represent clients before tax authorities.

As an Advanced Tax Planner, you will analyze tax liability, prepare tax projections and returns, and develop strategies to reduce clients' tax burdens. You will work alongside Financial Advisors, collaborate with specialists, and represent clients before tax authorities, ensuring compliance with industry regulations.

As a Senior Tax Planning Specialist, you will analyze tax liability, prepare tax projections and returns, and collaborate with Financial Advisors to develop strategies that minimize clients' tax liabilities. Your role involves delivering presentations, maintaining client relationships, and representing clients before tax authorities.

As an Advanced Tax Planning Specialist at Hantz Group, you will analyze tax liability, prepare tax projections and returns, deliver presentations to clients, develop financial strategies, and represent clients in front of tax authorities. This role requires strong leadership qualities, a Bachelor's degree in Accounting or Finance, 6+ years of relevant experience, and active licenses (Enrolled Agent or Certified Public Accountant)

Senior Tax Specialist at Hantz Group, a financial company in Michigan, responsible for tax planning and strategy, analyzing tax liability, preparing tax projections and returns, presenting to clients, and developing and maintaining client relationships.