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2 Planning specialist Jobs in Maumee, OH

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Hantz Group
Maumee, OH | Full Time
$73k-93k (estimate)
3 Weeks Ago
Hantz Group
Maumee, OH | Full Time
$70k-88k (estimate)
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Planning specialist
Hantz Group Maumee, OH
$73k-93k (estimate)
Full Time 3 Weeks Ago
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Hantz Group is Hiring a Planning specialist Near Maumee, OH

Tax Planning Specialist 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 a 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.

Last updated : 2024-05-08

Job Summary

JOB TYPE

Full Time

SALARY

$73k-93k (estimate)

POST DATE

05/10/2024

EXPIRATION DATE

06/21/2024

WEBSITE

hantzgroup.com

HEADQUARTERS

Southfield, MI

SIZE

500 - 1,000

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The following is the career advancement route for Planning specialist positions, which can be used as a reference in future career path planning. As a Planning specialist, it can be promoted into senior positions as a Planner/Scheduler III - Construction that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Planning specialist. You can explore the career advancement for a Planning specialist below and select your interested title to get hiring information.