Hen Genish

About Hen Genish

I have over 10 years of experience assisting businesses in optimizing their tax strategies and financial planning. My expertise includes:Employer Retention Credit (ERC): Collaborating with ERC specialists to help businesses claim their ERC benefits.Research and Development Tax Credit: Guiding businesses in claiming R&D tax refunds and credits.Tax Incentive Identification: Helping businesses discover and utilize available tax incentives.Financial Advisory: Providing tailored financial advice to business owners, enhancing their business growth and profitability.Section 125 Tax Credit: Assisting businesses in claiming Section 125 tax credits.Health Insurance Services: Helping businesses sign up for employee health insurance services, achieving savings of up to 40%.I hold a Bachelor\'s degree in Computer Science and Business Administration, combining technical and business acumen to deliver comprehensive solutions. My goal is to empower businesses to thrive financially through strategic planning and optimized tax benefits.

Experience

1. Senior Sales Manager

   Wealth Concierge Group

   Feb 2022 — Present · New York, NY, US

   Currently providing comprehensive financial planning and advisory services to a diverse client base. Specializing in wealth management, investment strategies, and tax-efficient planning. Leveraging advanced financial tools and personalized strategies to help clients achieve their financial goals. Collaborating with a team of experts to deliver tailored solutions and exceptional client service, ensuring optimal financial outcomes and long-term growth. Demonstrating a strong commitment to client education and transparent communication, fostering trust and long-lasting relationships.

Education

• City University of New York-College of Staten Island

  Computer science, Computer Science

  2006 — 2012

• Southern New Hampshire University

  Bachelor's degree, Business Administration, Management and Operations