Tax Associate: Family Office Tax Planning

Hantz Group; Michigan; On-site; USD 48,000 - 72,000; 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 is a Michigan-based financial services firm offering a path into tax specialization within our Family Office. You will work closely with CPAs, accountants, and financial advisors to analyze tax liabilities and prepare projections for clients across diverse portfolios.

The Tax Associate role is an excellent starting point for a career in tax, with hands-on experience in tax planning and strategy, year-round client service, and opportunities to advance toward Enrolled Agent

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• Enrolled Agent designation is a plus.
• PTIN eligibility may be pursued after hiring.

Responsibilities

• Analyze tax liability and develop tax strategies.
• Prepare tax projections and returns.
• Meet assigned goals and participate in meetings/trainings.
• Collaborate with CPAs, Accountants, and Financial Advisors.
• Ensure compliance with industry rules and regulations.
• Handle additional tasks as assigned.

Skills

Strong communication

Time management

Excel proficiency

Self-starter

Professional accountability

Microsoft Office

Education

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

Enrolled Agent designation preferred

PTIN eligibility

Tools

Microsoft Office

Job description

Hantz Group is a Michigan-based financial services firm offering a path into tax specialization within our Family Office. You will work closely with CPAs, accountants, and financial advisors to analyze tax liabilities and prepare projections for clients across diverse portfolios.

The Tax Associate role is an excellent starting point for a career in tax, with hands-on experience in tax planning and strategy, year-round client service, and opportunities to advance toward Enrolled Agent