Tax Associate

Hantz Group; Maumee (OH); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off

401K

Voluntary Life

Voluntary LTD

Job summary

Hantz Group, a Michigan-based financial services firm, seeks a Tax Associate to join its Family Office. You will analyze tax liability, prepare projections, and assist in tax return preparation while working with CPAs, accountants, and financial advisors to broaden your tax knowledge.

This entry-level role offers exposure to tax accounting within a holistic family-office setting across Michigan and northern Ohio offices, with growth opportunities and exposure to client services.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field preferred.
• Ability to obtain EA designation and PTIN.
• Strong written and verbal communication skills.
• Ability to manage competing priorities with professionalism.

Responsibilities

• Analyze tax liability for assigned clients.
• Prepare tax projections and assist in tax return preparation.
• Meet assigned goals and deadlines.
• Attend meetings and trainings with tax team.
• Collaborate with CPAs, accountants, and advisors to service clients.
• Comply with all industry rules and regulations.

Skills

Prioritization

Written & Verbal Communication

Professional Accountability

Self-Starter

Leadership Qualities

Education

Bachelor's degree in Accounting or Finance

Enrolled Agent designation

PTIN eligibility

Tools

Microsoft Office

Job description

Tax Associate

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 managing over $11B+ of assets, with 20+ offices and over 600 employees. We offer a multitude of services tailored to each client and deliver a team of experts in their specific disciplines who collaborate to coordinate superior outcomes. By taking a holistic approach, we strive to reduce stress and save time for our clients so they can focus on what’s most important for their families.

Our Tax Specialists provide strategies to minimize client taxes. We believe tax planning is a proactive process that requires monitoring each client’s tax situation throughout the year to deliver tax projections before preparing the final tax return.

The Tax Associate is a great entry‑level position to start your career in tax. You will be integrated into the Family Office and work closely with CPAs, accountants, and financial advisors to broaden your knowledge about tax accounting and its relationship with financial services. In addition to completing tax analysis and preparing tax projections and returns, you’ll collaborate with other specialists to find opportunities for clients.

Essential Job Functions:

• Analyze tax liability
• Prepare tax projections
• Meet assigned goals
• Attend meetings and trainings
• Work with the Tax Team to assist in servicing clients
• Comply with all industry rules and regulations
• All other tasks assigned

Education, Knowledge & Skills:

• Ability to effectively manage competing priorities
• Strong sense of professional and personal accountability
• Basic computer skills and experience with Microsoft Office applications
• Strong written and verbal communication skills
• Strong work ethic
• Highly motivated and a self‑starter
• Strong leadership qualities and an entrepreneurial spirit
• Bachelor’s degree in Accounting, Finance, or a related field preferred
• Ability to obtain Enrolled Agent designation
• Ability to obtain an active Preparer Tax Identification Number (PTIN)

Benefits:

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Voluntary Life, Voluntary Long‑Term Disability, 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 offers many opportunities across multiple offices in Michigan and northern Ohio. We ask that interested individuals apply to only one position. Other opportunities can be discussed if we extend an invitation for an interview.