Tax Associate - Family Office Tax & Projections

Hantz Group; Tecumseh Township (MI); On-site; USD 45,000 - 68,000; 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, a Michigan-based financial services firm, seeks a Tax Associate to join our Family Office. You will work closely with CPAs, Accountants, and Financial Advisors to analyze tax liabilities, prepare projections, and support client-focused tax planning and returns.

With a collaborative team environment, you’ll develop expertise in tax accounting, stay compliant with regulations, and contribute to client strategies that align with overall financial goals.

Qualifications

• Bachelor's degree in accounting or related field.
• Ability to obtain Enrolled Agent designation.
• Ability to obtain PTIN numbers for tax return preparation.
• Strong written and verbal communication skills.

Responsibilities

• Analyze tax liability for clients.
• Prepare tax projections for tax planning.
• Meet assigned goals and deadlines.
• Attend meetings and trainings with the Tax Team.
• Assist in servicing clients with tax needs.
• Comply with industry rules and regulations.
• Perform other duties as assigned.

Skills

Tax analysis

Attention to detail

Communication skills

Self-motivated

Team collaboration

Education

Bachelor's Degree in Accounting

EA designation eligibility

PTIN eligibility

Tools

Microsoft Office

Job description

Hantz Group, a Michigan-based financial services firm, seeks a Tax Associate to join our Family Office. You will work closely with CPAs, Accountants, and Financial Advisors to analyze tax liabilities, prepare projections, and support client-focused tax planning and returns.

With a collaborative team environment, you’ll develop expertise in tax accounting, stay compliant with regulations, and contribute to client strategies that align with overall financial goals.