Tax Associate

Hantz Group; Southfield (MI); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Job summary

Hantz Group seeks a Tax Associate to join our Michigan-based Family Office. You will work closely with CPAs, accountants and financial advisors, analyzing tax liabilities, preparing projections and returns, and supporting client services.

This entry-level role offers exposure to tax accounting within a holistic financial services environment. Candidates should have a Bachelor’s degree in accounting, finance, or a related field and aspire to obtain EA designation and PTIN.

Qualifications

• Bachelor’s degree in accounting, finance or related field.
• Ability to obtain Enrolled Agent designation.
• Ability to obtain active PTIN.

Responsibilities

• Analyze tax liability for clients.
• Prepare tax projections.
• Meet assigned goals.
• Attend meetings and trainings.
• Collaborate with tax team to service clients.
• Comply with industry rules and regulations.
• All other tasks as assigned.

Skills

Ability to manage priorities

Professional accountability

Microsoft Office

Written and verbal communication

Work ethic

Self-starter

Leadership qualities

Education

Bachelor’s degree in Accounting/Finance/related field

Enrolled Agent designation (EA) eligibility

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 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.

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.

The Tax Associate position is a great entry level position to start your career in tax. You will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services. In addition to completing tax analysis and preparing tax projections and returns you’ll collaborate with the other specialists to find opportunities for your 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 task 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 related field preferred
• Ability to obtain Enrolled Agent designation
• Ability to obtain active Preparer Tax Identification Number (PTIN)

Benefits

• Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, 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 has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.