Tax Associate - Family Office & Client Advisory

Hantz Group; Mount Pleasant (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401K

Vol LTD

Vol Life

Flexible Spending

Job summary

Hantz Group is seeking a Tax Associate to join the Family Office. The role provides exposure to tax accounting and its interplay with financial services while working closely with CPAs, accountants, and financial advisors. You will contribute to tax analysis, projections, and client service initiatives.

The position emphasizes learning, collaboration, and adherence to industry standards as you develop core tax competencies in a supportive environment.

Qualifications

• 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).

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.
• All other tasks assigned.

Skills

Time management

Accountability

Communication skills

Entrepreneurial spirit

Education

Bachelor's Degree in Accounting/Finance

Enrolled Agent designation

PTIN (Preparer Tax Identification Number)

Tools

Microsoft Office

Job description

Hantz Group is seeking a Tax Associate to join the Family Office. The role provides exposure to tax accounting and its interplay with financial services while working closely with CPAs, accountants, and financial advisors. You will contribute to tax analysis, projections, and client service initiatives.

The position emphasizes learning, collaboration, and adherence to industry standards as you develop core tax competencies in a supportive environment.