Tax Associate

First Roles; Willoughby (OH); On-site; USD 56,000 - 68,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

Paid Time Off

401K

Vol LTD

Vol Life

Flexible Spending

Job summary

Hantz Group in Willoughby, Ohio is seeking a Tax Associate to join our Family Office. You will work closely with CPAs and financial professionals to analyze tax liability, prepare tax projections, and help service clients with strategic tax planning.

This entry-level role provides exposure to tax accounting within a collaborative team and opportunities to pursue Enrolled Agent designation while contributing to a wide range of tax services for individuals and businesses.

Qualifications

• Ability to effectively manage competing priorities.
• Strong written and verbal communication skills.
• Bachelor’s Degree in Accounting, Finance, or related field preferred.
• Enrolled Agent designation or ability to obtain 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

Skills

Tax analysis

Projections preparation

Communication skills

Microsoft Office

Time management

Team collaboration

Education

Bachelor's Degree in Accounting, Finance, or related field

Job description

Tax Associate

Hantz Group

Willoughby, Ohio

$61,765 per year - estimated

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.

Tax Strategy and Planning 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.