Entry-Level Tax Associate: Family Office & Projections

Hantz Group; Willoughby (OH); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary Life

Voluntary Long‑Term Disability

Flexible Spending

Job summary

Hantz Group is a Michigan-based financial company seeking a Tax Associate to join the Family Office team. You will work with CPAs, accountants, and financial advisors to broaden your knowledge of tax accounting and its relationship with financial services, including tax analyses, projections, and returns.

This entry-level role emphasizes meeting goals, attending trainings, and collaborating with the Tax Team to serve clients.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field preferred.
• Ability to obtain Enrolled Agent designation.
• Ability to obtain an active PTIN.
• Strong written and verbal communication skills.
• Ability to manage competing priorities.
• Professional and personal accountability.

Responsibilities

• Analyze tax liability.
• Prepare tax projections.
• Prepare tax returns.
• Meet assigned goals.
• Attend meetings and trainings.
• Assist in servicing clients with the Tax Team.
• Comply with industry rules and regulations.
• All other tasks assigned.

Skills

Communication skills

Time management

Leadership

Self-starter

Entrepreneurial spirit

Accountability

Strong work ethic

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Microsoft Office

Job description

Hantz Group is a Michigan-based financial company seeking a Tax Associate to join the Family Office team. You will work with CPAs, accountants, and financial advisors to broaden your knowledge of tax accounting and its relationship with financial services, including tax analyses, projections, and returns.

This entry-level role emphasizes meeting goals, attending trainings, and collaborating with the Tax Team to serve clients.