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Advanced Tax Planner

Hantzgroup · Sault Ste Marie, MI, 49783 · Active · JazzHR / ApplyToJob

Job facts

FieldValue
CompanyHantzgroup
TitleAdvanced Tax Planner
Normalized title-
Department / team-
LocationSault Ste Marie, MI, United States
Work model-
Employment typeFull Time
SalaryUSD
Statusactive
ATS providerJazzHR / ApplyToJob
Posted / first seen2026-06-03 / 2026-05-30
Changed / last seen2026-06-04 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Hantzgroup.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through JazzHR / ApplyToJob.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Sault Ste Marie.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyHantzgroup
Source06f0fb0c-3576-4108-ab4a-c877f47f2e12
ATS providerJazzHR / ApplyToJob

Description

Advanced Tax Planner Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.     Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As an Advanced 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. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.   Essential Job Functions: Analyze Tax Liability Prepare Tax Projections Prepare and file Tax Returns Prepare and deliver presentations to clients and prospective clients Develop and maintain client base Market and sell appropriate tax plans Attend meetings and continuing education sessions Take a holistic approach with a team of financial professionals to service higher income and net worth clients. Comply with all industry rules and regulations Represent clients in front of the IRS and state revenue departments All other task assigned   Education/Knowledge & Skills: Ability to effectively manage competing priorities, stringent deadlines, and multiple clients Strong sense of professional and personal accountability Basic computer skills and experience with Microsoft Office applications Strong written and verbal communication skills Highly motivated and a self-starter Strong leadership qualities, work ethic and an entrepreneurial spirit   Bachelor’s Degree in Accounting, Finance or related field 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts Must possess active Enrolled Agent or Certified Public Accountant license Must possess active Preparer Tax Identification Number (PTIN) Experience with CCH Axcess Software preferred    Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

Full job record

Job ID7d062edf81a80fe257594e4da3954318f3f30e3f
Org ID9a618af7-f214-43e8-888d-905d8c898d90
Source ID06f0fb0c-3576-4108-ab4a-c877f47f2e12
Board ID06f0fb0c-3576-4108-ab4a-c877f47f2e12
Providerjazzhr
Provider Job KeytKnt588vGJ
TitleAdvanced Tax Planner
Normalized Title
Statusactive
Activeyes
Location TextSault Ste Marie, MI, 49783
Department
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionMI
CitySault Ste Marie
Salary RawUSD
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://hantzgroup.applytojob.com/apply/tKnt588vGJ/Advanced-Tax-Planner
Apply URLhttps://hantzgroup.applytojob.com/apply/tKnt588vGJ/Advanced-Tax-Planner
First Seen At2026-05-30 05:39:57Z
Last Seen At2026-06-06 18:56:54Z
Last Checked At2026-06-06 18:56:54Z
Last Changed At2026-06-04 14:16:59Z
Inactive At
Source Posted At2026-06-03 00:00:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=jazzhr/board=hantzgroup/date=2026-06-06/2026-06-06T18-56-49-609Z-e3c62ae36235598c999b93ba9950a09b21b2885e550e06a768574c2a56882e77.json
Event Fields
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  "source_hash": "28a1839143bbec4d4fbc7fdbae249647f6725318eaa769cc9a6a34fa84fc00c2",
  "last_changed_at": "2026-06-04T14:16:59.320Z",
  "active_status": "active"
}
Parsed Structured
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Extensions
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Native Structured
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  "detail": {
    "url": "https://hantzgroup.applytojob.com/apply/jobs/details/tKnt588vGJ?&",
    "heading": "Advanced Tax Planner",
    "html_title": "JazzHR » Job Listings",
    "canonical_url": "https://hantzgroup.applytojob.com/apply/tKnt588vGJ/Advanced-Tax-Planner",
    "description_html": "<span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:17pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">Advanced</span></span></span></span></b><b><span style=\"font-size:18pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\"> Tax Planner</span></span></span></span></b></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.</span></span></span></span></span><br> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b> </b><b><span style=\"font-size:17pt;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">Tax Strategy and Planning</span></span></span></b></span></span></span></span></span></span></span></div><span style=\"font-size:10pt;\"><span><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. </span></span></span></span></span></span><br><span style=\"font-size:10pt;\"><span><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">As an Advanced 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. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. </span></span></span></span></span></span><br> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Essential Job Functions:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Analyze Tax Liability </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Prepare Tax Projections </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Prepare and file Tax Returns </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Prepare and deliver presentations to clients and prospective clients </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Develop and maintain client base </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Market and sell appropriate tax plans </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Attend meetings and continuing education sessions </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Take a holistic approach with a team of financial professionals to service higher income and net worth clients. </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Comply with all industry rules and regulations </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Represent clients in front of the IRS and state revenue departments </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">All other task assigned</span></span></span></span></span></li></ul> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Education/Knowledge & Skills:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Ability to effectively manage competing priorities, stringent deadlines, and multiple clients</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Strong sense of professional and personal accountability</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Basic computer skills and experience with Microsoft Office applications</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Strong written and verbal communication skills</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Highly motivated and a self-starter </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Strong leadership qualities, work ethic and an entrepreneurial spirit  </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Bachelor’s Degree in Accounting, Finance or related field</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Must possess active Enrolled Agent or Certified Public Accountant license</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Must possess active Preparer Tax Identification Number (PTIN)</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Experience with CCH Axcess Software preferred </span></span></span></span></span></li></ul> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Benefits:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending </span></span></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:32px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Eligibility Requirements Vary</span></span></span></span></span></li></ul></li></ul><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-size:8pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Cambria Math', serif;\">The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.</span></span></span></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Cambria Math', serif;\">As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.</span></span></span></b></span></span></span></span><br><br> ",
    "description_text": "Advanced Tax Planner\n Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.\n    Tax Strategy and Planning\n Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.\n As an Advanced 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. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients.\n  Essential Job Functions:\n Analyze Tax Liability\n Prepare Tax Projections\n Prepare and file Tax Returns\n Prepare and deliver presentations to clients and prospective clients\n Develop and maintain client base\n Market and sell appropriate tax plans\n Attend meetings and continuing education sessions\n Take a holistic approach with a team of financial professionals to service higher income and net worth clients.\n Comply with all industry rules and regulations\n Represent clients in front of the IRS and state revenue departments\n All other task assigned\n   Education/Knowledge & Skills:\n Ability to effectively manage competing priorities, stringent deadlines, and multiple clients\n Strong sense of professional and personal accountability\n Basic computer skills and experience with Microsoft Office applications\n Strong written and verbal communication skills\n Highly motivated and a self-starter\n Strong leadership qualities, work ethic and an entrepreneurial spirit\n Bachelor’s Degree in Accounting, Finance or related field\n 6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts\n Must possess active Enrolled Agent or Certified Public Accountant license\n Must possess active Preparer Tax Identification Number (PTIN)\n Experience with CCH Axcess Software preferred\n   Benefits:\n Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary\n The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.\n As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.",
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      "description": "<span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:17pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">Advanced</span></span></span></span></b><b><span style=\"font-size:18pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\"> Tax Planner</span></span></span></span></b></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.</span></span></span></span></span><br> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b> </b><b><span style=\"font-size:17pt;\"><span style=\"font-family:'Freight Big Pro', serif;\"><span style=\"color:#333333;\">Tax Strategy and Planning</span></span></span></b></span></span></span></span></span></span></span></div><span style=\"font-size:10pt;\"><span><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. </span></span></span></span></span></span><br><span style=\"font-size:10pt;\"><span><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">As an Advanced 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. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. </span></span></span></span></span></span><br> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Essential Job Functions:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Analyze Tax Liability </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Prepare Tax Projections </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Prepare and file Tax Returns </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Prepare and deliver presentations to clients and prospective clients </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Develop and maintain client base </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Market and sell appropriate tax plans </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Attend meetings and continuing education sessions </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Take a holistic approach with a team of financial professionals to service higher income and net worth clients. </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Comply with all industry rules and regulations </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Represent clients in front of the IRS and state revenue departments </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">All other task assigned</span></span></span></span></span></li></ul> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Education/Knowledge & Skills:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Ability to effectively manage competing priorities, stringent deadlines, and multiple clients</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Strong sense of professional and personal accountability</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Basic computer skills and experience with Microsoft Office applications</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Strong written and verbal communication skills</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Highly motivated and a self-starter </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Strong leadership qualities, work ethic and an entrepreneurial spirit  </span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Bachelor’s Degree in Accounting, Finance or related field</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">6+ years’ relevant experience preparing and reviewing federal, state, and local tax returns for individuals, partnerships, corporations, and trusts</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Must possess active Enrolled Agent or Certified Public Accountant license</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Must possess active Preparer Tax Identification Number (PTIN)</span></span></span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Experience with CCH Axcess Software preferred </span></span></span></span></span></li></ul> <div style=\"border-bottom:solid #dce1e6 3pt;padding:0in 0in 0in 0in;\"><span style=\"background:#FFFFFF;\"><span style=\"font-size:10pt;\"><span style=\"background:#FFFFFF;\"><span style=\"line-height:normal;\"><span style=\"vertical-align:baseline;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:13pt;\"><span style=\"font-family:'Cambria Math', serif;\"><span style=\"color:#343a40;\">Benefits:</span></span></span></b></span></span></span></span></span></span></span></div><ul><li style=\"margin-left:8px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending </span></span></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:32px;\"><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-family:'Cambria Math', serif;\">Eligibility Requirements Vary</span></span></span></span></span></li></ul></li></ul><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><span style=\"font-size:8pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Cambria Math', serif;\">The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.</span></span></span></span></span></span></span><br><br><span style=\"font-size:10pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"color:#000000;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:118%;\"><span style=\"font-family:'Cambria Math', serif;\">As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.</span></span></span></b></span></span></span></span><br><br> ",
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