Tax Associate: Proactive Tax Planning in a Family Office

Hantz Group; Davison (MI); On-site; USD 60,000 - 85,000; 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, is seeking a Tax Associate to join its Family Office. You will work closely with CPAs and financial advisors to analyze tax liabilities, prepare projections, and support client service while adhering to regulatory standards.

The role offers exposure to tax planning, returns preparation, and collaboration across tax and financial teams. This entry-level position provides growth opportunities within a supportive, client-focused environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.

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

Communication skills

Work ethic

Self-starter

Leadership qualities

Entrepreneurial spirit

Time management

Education

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

Enrolled Agent designation

Active PTIN

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 work closely with CPAs and financial advisors to analyze tax liabilities, prepare projections, and support client service while adhering to regulatory standards.

The role offers exposure to tax planning, returns preparation, and collaboration across tax and financial teams. This entry-level position provides growth opportunities within a supportive, client-focused environment.