Tax Associate
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. The Tax Associate position is a great entry level position to start your career in tax. 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. In addition to completing tax analysis and preparing tax projections and returns you’ll collaborate with the other specialists to find opportunities for your clients.Essential Job Functions:
- 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 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
- 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)
Benefits:
- Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
- Eligibility Requirements Vary
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