Tax Associate

Hantz Group; Tecumseh Township (MI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Voluntary Life Insurance

Flexible Spending Account

Job summary

A Michigan-based financial company is seeking a Tax Associate to initiate a career in tax. This role integrates with CPAs and financial advisors, allowing for extensive learning opportunities in tax analysis and projections. Candidates will help clients minimize taxes proactively while managing multiple priorities. Basic knowledge of accounting is preferred, along with strong communication skills and a self-motivated attitude. Benefits include health insurance, paid time off, and a 401K.

Qualifications

• Ability to obtain Enrolled Agent designation.
• Ability to obtain an active Preparer Tax Identification Number (PTIN).

Responsibilities

• 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.
• Perform other tasks as assigned.

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

Education

Bachelor’s Degree in Accounting, Finance, or related field preferred

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 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 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 Insurance
• Flexible Spending Account
• 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.

Application

As a growing organization, Hantz Group has many opportunities within our multiple offices 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.