Tax Associate - Family Office Career Starter

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

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.