Tax Planning Specialist - Proactive Wealth Strategy
Hantz Group
Hantz Group, a Michigan-based financial family office, seeks a Tax Planning Specialist to help clients minimize taxes and plan for the future. You’ll analyze tax liabilities, develop projections, and prepare returns in collaboration with Financial Advisors. The role requires knowledge of tax rules, strong client communication, and a proactive, team-oriented approach across our Michigan offices. CPA/EA credentials are preferred, with tax-return experience strongly valued. #J-18808-Ljbffr Hantz Group
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Planning Specialist - Proactive Wealth Strategy in Southfield, MI vacancy
- Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals... ...important for their families. Tax Strategy and Planning Our Tax Specialists provide... ...Group is that Tax Planning is a proactive process that requires monitoring our...SuggestedWork at officeLocal areaFlexible hours
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt PwC... ...providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex...SuggestedFull timeSecond jobH1b$81.9k - $135.1k
...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...practice provides specialized tax technical services to U.S. and... ...taxation, including structuring, tax planning, and advisory services. Your... ...assurance, consulting, tax, strategy and transactions. Fueled by...SuggestedSummer holidayLocal areaFlexible hours$105k - $250k
...financial goals. Our Wealth Advisors conduct thorough... ...a tailored financial plan that meets the client’... ...wealth management strategy. Enhance and preserve... ...introductions and engagement. Proactive client and prospect... ...stakeholders and specialists in delivering a variety...SuggestedTemporary workLocal areaFlexible hours- ...Wealth Planner Note: Fidelity will not provide immigration sponsorship for this... ...and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow... ...including investment management, retirement, tax, and protection planning The...SuggestedFull time
- ...seeking an advisor to develop customized financial plans for existing clients in the Investor Center. You will... ...investment decisions and implement tailored strategies, while expanding relationships through proactive outreach and referrals. #J-18808-Ljbffr Fidelity Investments...Local area
$76.6k - $157.2k
Position Summary Tax Campaign Marketer Lead Specialist If you’re a marketer, creative... ...Bring marketing strategies to life by driving integrated... ...campaignsDevelop marketing campaigns plans and activation calendars... ...and proactive with a "can-do" mentalityAbility...Work at officeLocal area$60k - $90k
...platforms. This role owns strategy and execution across Search... ...is embedded from planning through execution The Qualifications... ...Collaborative, proactive, and consultative approach... ...the nation’s largest audit, tax, consulting, and wealth management firms. But dig...Work at officeFlexible hours$77k - $214k
...At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will...H1bPwC
Detroit, MI4 days ago- ...About the Role: The Senior Tax Specialist plays a critical role in ensuring... ...while optimizing tax strategies to minimize liabilities. This... ..., and advising on tax planning opportunities to support business... ...tax legislation and proactively identifying risks and opportunities...Work at officeLocal area
Applus Laboratories
Troy, MImore than 2 months ago $124k - $335k
...A career in our Financial Services Tax practice, within Corporate Tax services, will... ...helping to solve complex business issues from strategy to execution. PwC Professional skills and... ...Opportunity As part of the Asset and Wealth Management team you are expected to join...H1bLocal areaOverseasPwC
Detroit, MI4 days ago- ...Wealth Advisor Sequoia Financial Group is a growing... ..., offering financial planning and wealth management... ...planning — including tax, estate, retirement, and... ...client experience. Proactively maintain client... ...solutions to problems, devise strategies, and propose solutions...Work at office
Sequoia Financial Group
Troy, MI1 day ago $20.34 - $28.5 per hour
...clients' critical business needs. From strategy to operations and everything in... ...re one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper... ...determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related...Flexible hours$123.2k - $200k
...the company’s success. As a Wealth Advisor Regional Sales Manager... ...responsibilities. Oversees the execution of strategy.Leads and coordinates the... ...of account and sales plans. May have direct sales and... ...reporting and sales tools to proactively identify and successfully convert...Full timeTemporary workPart timeWork experience placementWork at office$81.9k - $135.1k
...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...review complex financial closings, tax compliance filings and other... ...coverage, pension and 401(k) plans, and a wide range of paid time... ...assurance, consulting, tax, strategy and transactions. Fueled by sector...Summer holidayLocal areaFlexible hours- ...is a growing private wealth advisory firm, based... ...investment management, tax-aware planning, estate and... ...estate, and alternative strategies Coordinate pre- and... ...client education and proactive communication on markets... ...Coordinate with internal specialists across tax, estate,...Work at officeImmediate start
SimpleCiti
Garden City, MImore than 2 months ago - TAX ADVISOR - EA, CPA job at Blumark. Troy, MI. LOOKING FOR A GREAT OPPORTUNITY? We may... ...consultation, advice and client-focused strategies. Responsibilities of the Tax Advisor: Lead... ...members to deliver comprehensive tax planning strategies for clients. Present tax returns...
- ...enhancements, enablement, and documentation across multiple functions. The role involves collaborating with clients to formulate AI strategies, designing integrations into business processes, and building data pipelines using C#, SQL, and Python. #J-18808-Ljbffr...Remote job
$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients... ...finance technology solutions, including enterprise resource planning, enterprise performance management, cloud platforms, and...Local area- About the RoleAs a Tax Advisor at H&R Block, you’ll help clients... ...a dedicated Client Care Specialist, you’ll review each client’... ...goals and providing proactive tax planning guidance, including identifying... ...evolve through our Block Next strategy, blending human expertise...Hourly paySeasonal work
$92.8k - $132.25k
...develop and pursue creative strategies using the latest... ...management operations.Planning and compliance assistance... ...within Deloitte Tax LLP's Indirect Tax business... ...experts, technology specialists, customs brokers, auditors... ...skillsAbility to proactively develop internal and external...Work at officeLocal areaWorldwide- Goldman Sachs Private Wealth Management (PWM) seeks a Private Wealth Advisor to build a client-focused practice for UHNW individuals and select institutions. You will cultivate enduring client relationships, delivering holistic wealth management advice, and coordinating...
- Citizens Bank is seeking a Wealth Advisor to build a personalized wealth management practice and coordinate tailored financial plans for clients. The role emphasizes proactive outreach, partner collaboration, and expanding client relationships through referrals. The advisor...
- Wealth Strategies Financial Group, based in Southfield, Michigan, is seeking a full-time Financial Advisor for a hybrid work arrangement. The... ...clients, assessing financial goals, developing comprehensive plans, and recommending suitable investment strategies aligned with...Full time
- ...providing comprehensive wealth management,... ...investments, estate and tax planning, cash management, insurance... ...on investment strategy, estate and wealth transfer... ...staff and external specialists as the strategic “quarterback... ...skills and a proactive approach Work Schedule...Full timeCasual workWork at officeMonday to Friday
- Goldman Sachs is seeking a Private Wealth Advisor in Detroit, MI. In this role, you'll leverage your background to build a business, establish strong client relationships, and provide tailored wealth management advice. Candidates should have four or more years of experience...
$175k - $200k
...external audit coordination.Oversee tax preparation and compliance through third... ..., forecasting, and long-range planning cycles.If you have questions or would... ...translate financial results into actionable strategy.Energetic, proactive, and people-focused, with a history...Immediate start- At Hoover Private Wealth , we're an RIA that works with families and business owners. We're looking to hire a service advisor to work with our retirement plan clients. They are primarily 401(k) plans, but we do have a few defined benefit plans as well. You will work directly...
- ..., coordinating with universities, or participating in training plans or other procedures related to visa status (e.g., H-1B, TN, F-1... ...NOT APPLY.Be part of our ZF team as Cost Engineer - Technology, Strategy & Methods and apply now!ContactGabriela PalacioDIVERSITY...H1b
$85k - $155k
...DoAre you an experienced tax professional with a... ...and sophisticated tax planning? As a Manager on our High... ...thoughtful tax strategies, manage engagements from... ...relate to individual and wealth planning needs.... ...individual clients, delivering proactive, strategic, and client...Full timeContract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Planning Specialist - Proactive Wealth Strategy. Be the first to apply!
Related searches
- planner Southfield, MI
- distribution planner Southfield, MI
- planning associate Southfield, MI
- production planning specialist Southfield, MI
- manufacturing planner Southfield, MI
- party planner Southfield, MI
- business continuity planner Southfield, MI
- transportation planner Southfield, MI
- retail planner Southfield, MI
- airport planner Southfield, MI