Tax Associate: Family Office Tax Planning (Entry-Level)

Hantz Group; Midland (MI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

401K

Voluntary LTD

Voluntary Life Insurance

Flexible Spending Account

Job summary

Hantz Group in Michigan is seeking a Tax Associate to join our Family Office team. You will work with CPAs, accountants, and financial advisors to analyze tax liability, prepare projections, and assist in preparing returns.

This entry-level role offers exposure to comprehensive tax planning, opportunities for Enrolled Agent credential, and a collaborative culture that values initiative, accuracy, and client service.

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 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

Prioritization

Accountability

MS Office

Written & verbal communication

Work ethic

Self-starter

Entrepreneurial spirit

Enrolled Agent (EA) intent

PTIN readiness

Education

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

Tools

Microsoft Office

Job description

Hantz Group in Michigan is seeking a Tax Associate to join our Family Office team. You will work with CPAs, accountants, and financial advisors to analyze tax liability, prepare projections, and assist in preparing returns.

This entry-level role offers exposure to comprehensive tax planning, opportunities for Enrolled Agent credential, and a collaborative culture that values initiative, accuracy, and client service.