What are the responsibilities and job description for the Tax Analyst - Tri Cities Michigan position at Hantz Group?
Tax Analyst
Part Time Internship throughout the School Year
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 offers 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.
Areas of focus:
*Asset Management
* Insurance
*Banking & Cash Management
*Estate Planning
*Financial Planning & Retirement
*Tax Strategy and Planning
*Debt (Commercial and Consumer Lending)
*Property & Casualty Insurance (Personal & Business)
As a Tax Analyst, 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 hands on experience in the field while obtaining your degree. Your work will include, but is not limited to:
Essential Job Functions:
· Prepare portfolio analysis for delivery
· Complete 401k analysis and risk returns
· Prepare tax projections using excel
· Tax return preparation using Ultratax software
· Assist advisor’s with paperwork and various tasks
· All other tasks assigned
Qualifications:
· Pursuing a Bachelor’s or Master’s degree in accounting or related field, 150 program preferred
· Intentions of completing CPA licensing, CPA track preferred
· Availability to work 20-25 hours a week
· Detail-oriented and strong analytical problem solving skills
· Effective time management skills and able to work independently
· Proficient in Microsoft Office
· Ability to use constructive criticism to positively influence work
Hantz Group’s headquarters is located in Southfield, Michigan. We maintain additional offices serving communities in Northern Michigan, Mid-Michigan, the Capital area, Metro Detroit, Southern Michigan, and the Toledo and Cleveland markets.
THIS POSITIONS IS AVAILABLE AT OUR OFFICES THROUGHOUT MICHIGAN AND NORTHERN OHIO