Tax Intern

Hantz Group; Bay City (MI); On-site; USD 21,000 - 30,000; Full time

Job summary

Hantz Group is seeking a Tax Intern in Michigan to support the Family Office with tax planning and projections. You will work closely with CPAs, accountants, and financial advisors to broaden your understanding of tax accounting within financial services.

Opportunities occur throughout the year, with both full-time and part-time tracks available. The role emphasizes hands-on experience, rigorous adherence to regulations, and the chance to further your accounting education while earning practical

Qualifications

• Pursuing a Bachelor's degree in Accounting or Finance.
• Demonstrates accountability and time-management in a professional setting.
• Basic computer skills and familiarity with MS Office.
• Strong written and verbal communication abilities.
• Demonstrates a strong work ethic and self-motivation.
• Shows leadership qualities and entrepreneurial spirit.

Responsibilities

• Analyze Tax Liability for clients and cases.
• Prepare Tax Projections and assist in planning.
• Attend meetings and trainings with the Tax Team.
• Assist in servicing clients alongside CPAs and Advisors.
• Comply with industry rules and regulations.
• Perform other duties as assigned.

Skills

Prioritization

Accountability

Computer basics

Communication

Work ethic

Leadership

PTIN readiness

Education

Bachelor's degree in Accounting/Finance (in progress)

Intend to pursue Enrolled Agent / CPA

Job description

Tax Intern

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.

Tax Strategy and Planning

Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return.

As a Tax Intern, you will be integrated into the Family Office. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services. Our flexible working hours will allow you to gain valuable hand-on experience in the field while obtaining your degree. Full-time and part-time opportunities available, throughout the entire year.

Essential Job Functions:

• Analyze Tax Liability
• Prepare Tax Projections
• Attend meetings and trainings
• Work with the Tax Team to assist in servicing clients
• Comply with all industry rules and regulations
• All other task assigned

Education/Knowledge & Skills

• 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
• In pursuit of Bachelor's Degree in Accounting. Finance, or related field preferred
• Intentions of completing Enrolled Agent and/or Certified Publish Accountant license
• Ability to obtain active Preparer Tax Identification Number (PTIN)

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.

As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.