Tax Associate: Proactive Planner in Family Office

Hantz Group; Clinton Township (SD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401K

Paid Time Off

Job summary

Hantz Group, a Michigan-based financial services firm, is seeking a Tax Associate to join its Family Office. You will analyze tax liability, prepare projections, and support filing through collaboration with CPAs, accountants, and advisors.

The role emphasizes tax planning, compliance, and proactive client service within a growing organization with multiple offices. Strong communication and organizational skills are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field preferred.
• Ability to obtain Enrolled Agent designation.
• Ability to obtain an active PTIN
• Strong written and verbal communication skills.
• Ability to manage competing priorities.
• Basic computer skills and experience with Microsoft Office applications.
• Strong work ethic.
• Highly motivated and entrepreneurial spirit.

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

Tax accounting

Attention to detail

Communication skills

Time management

Self-starter

Education

Bachelor’s degree in Accounting/Finance

EA designation eligibility

Tools

Microsoft Office

Job description

Hantz Group, a Michigan-based financial services firm, is seeking a Tax Associate to join its Family Office. You will analyze tax liability, prepare projections, and support filing through collaboration with CPAs, accountants, and advisors.

The role emphasizes tax planning, compliance, and proactive client service within a growing organization with multiple offices. Strong communication and organizational skills are essential.