Tax Associate
$40,000–$60,000 year
On-siteMount Pleasant, Michigan, United States
Mount Pleasant, Michigan, United StatesOn-siteFull Time$40,000–$60,000 yearEntry LevelFinanceMedium
Full TimeEntry LevelMediumFinance
Job Summary
Analyze tax liability, prepare tax projections, and meet assigned goals while collaborating with CPAs, accountants, and financial advisors to service clients. Comply with all industry rules and regulations and attend meetings and trainings. This entry-level role integrates you into the Family Office to broaden knowledge of tax accounting and financial services, focusing on proactive tax planning strategies. A Bachelor's degree in Accounting, Finance, or a related field is preferred, along with the ability to obtain an Enrolled Agent designation and a PTIN.
Required Qualifications
- Bachelor's Degree in Accounting, Finance, or related field
- 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
- Ability to obtain Enrolled Agent designation
- Ability to obtain active Preparer Tax Identification Number (PTIN)
Desired Qualifications
- Bachelor's Degree in Accounting, Finance, or related field preferred
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