Tax Associate - Family Office | Planning & Projections

Hantz Group; Romeo (MI); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health/Dental/Vision Insurance

Paid Time Off

401K

Vol LTD

Vol Life

Flexible Spending

Descripción de la vacante

Hantz Group in Michigan is seeking a Tax Associate to join the Family Office and support tax planning, projections, and compliance for individual and business clients.

You will work alongside CPAs, accountants, and financial advisors to analyze tax liability, prepare projections, and assist in servicing clients while staying compliant with industry rules. This entry-level role offers growth within a collaborative, client-focused team.

Formación

• 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 and self-motivation.

Responsabilidades

• 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.

Conocimientos

Multi-tasking

Accountability

Microsoft Office

Communication

Self-starter

Leadership

Entrepreneurial spirit

Strong work ethic

Educación

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

Herramientas

Microsoft Office

Descripción del empleo

Hantz Group in Michigan is seeking a Tax Associate to join the Family Office and support tax planning, projections, and compliance for individual and business clients.

You will work alongside CPAs, accountants, and financial advisors to analyze tax liability, prepare projections, and assist in servicing clients while staying compliant with industry rules. This entry-level role offers growth within a collaborative, client-focused team.