Hantz Tax & Business
Job title
Tax Associate
Reports to
District Manager
Position Summary
Work as part of the tax team to complete tax projections and prepare returns for clients.
Duties and 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
- 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 Preparer Tax Identification Number (PTIN)
Supervisory Responsibilities
There are no supervisory responsibilities for this position.
Physical DemandsThe physical demands listed are representative of the minimum requirements to be met in order to successfully perform the essential functions of this job.
While performing the duties of the position, the employee will regularly be required to speak and listen. Frequently the employee will be required to stand, walk, and sit for varying durations.
Work EnvironmentThe working environment is similar to a professional open office setting.
The role requires the employee to use equipment such as photocopiers, computers, phones, fax machines, filing cabinets, and other office equipment as needed.
Expected Hours
The Tax Associate schedule will vary, but generally will include shifts working before, during, and after the regular hours of operation. Regular hours of operation are Monday-Friday 8am-6pm.
Travel
Travel to additional offices may be required.
Work Authorizations / Security Clearances
This position requires the employee to satisfactorily complete a background check.
Additional InformationThe requirements listed are representative of the knowledge, skills, and abilities that are required. Reasonable accommodations may be made to enable individuals with known disabilities to perform the essential functions of the position.
This description is not intended to contain a comprehensive overview of the activities, duties, or responsibilities that are required of the employee for the position. The activities, duties, and responsibilities are subject to change at any time with or without notice.
This job description is not intended to be an employment contract. All employment is at-will.
Full-Time Position
Skills Required
- Bachelor's Degree in Accounting, Finance, or related field
- Ability to obtain Enrolled Agent designation
- Ability to obtain active Preparer Tax Identification Number (PTIN)
- Basic computer skills and experience with Microsoft Office applications
- Strong written and verbal communication skills
- Ability to effectively manage competing priorities
- Strong sense of professional and personal accountability
- Strong work ethic
- Highly motivated and a self-starter
- Strong leadership qualities and an entrepreneurial spirit
- Ability to satisfactorily complete a background check
What We Do
Hantz Group is a Michigan-based financial services company that works with individuals to help them achieve their financial goals. We use a Family Office concept that allows us to offer a multitude of services tailored to each individual client. Our team of professionals are experts in the different disciplines of one’s finances: Financial Planning and Retirement, Tax Strategy and Planning, Insurance (Life and Health), Property and Casualty Insurance (Personal and Business), Banking and Cash Management, Estate Planning, Asset Management, and Debt Strategies (Commercial and Consumer Lending). By using a holistic planning approach, each team attempts to coordinate superior outcomes for our clients and reduce the stress and time involved in handling their finances. This allows our clients to have more time to focus on what is most important for their families. The Hantz Group is strong both financially and operationally and committed to the growth of our employees and our clients. Our leadership team is transparent and encourages open and honest communication. We foster an inclusive culture that values our people as our greatest asset. The mission at Hantz Group is simple: Personal Growth. We believe that when we grow, our clients prosper.
