Tax Associate - Family Office Planning & Projections

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

Benefits offered by this job

Health Insurance

Paid Time Off

401K

Long-Term Disability

Life Insurance

Flexible Spending

Job summary

Hantz Group, a Michigan-based financial services firm, invites applications for a Tax Associate to begin a career in our Family Office. You will work closely with CPAs, Accountants, and Financial Advisors to analyze tax liabilities and prepare projections, while supporting clients’ overall tax strategy.

The role provides exposure to tax planning, returns, and proactive client service, with opportunities to grow within a team that emphasizes collaboration and professional development in a dynamic

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

Skills

Communication skills

Work ethic

Self-starter

Leadership

Prioritization

Microsoft Office

Education

Bachelor’s degree in Accounting/Finance or related field

Enrolled Agent designation (EA) obtainable

PTIN obtainable

Job description

Hantz Group, a Michigan-based financial services firm, invites applications for a Tax Associate to begin a career in our Family Office. You will work closely with CPAs, Accountants, and Financial Advisors to analyze tax liabilities and prepare projections, while supporting clients’ overall tax strategy.

The role provides exposure to tax planning, returns, and proactive client service, with opportunities to grow within a team that emphasizes collaboration and professional development in a dynamic