About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services (Family Office).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring a Tax Associate to join their tax team embedded within a Family Office environment. This is an entry-level tax role focused on tax projections, tax return preparation support, and collaboration with CPAs, accountants, and financial advisors to deliver proactive tax planning for high-net-worth individuals and businesses.

• Analyze client tax liability and identify planning opportunities
• Prepare tax projections and assist with tax return preparation
• Support the Tax Team in servicing client engagements
• Attend client and internal meetings; participate in trainings
• Meet assigned goals and deadlines
• Ensure compliance with applicable tax laws, rules, and industry standards
• Perform other tasks and projects as assigned to support client outcomes

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What We’re Looking For

Candidates should demonstrate strong attention to detail, initiative, and a desire to build a long-term career in tax within a financial services / family office setting.

• Bachelor’s Degree in Accounting, Finance, or related field preferred
• Ability to obtain an active Preparer Tax Identification Number (PTIN)
• Ability and willingness to pursue Enrolled Agent designation (preferred)
• Basic computer proficiency, including Microsoft Office apps
• Strong written and verbal communication skills
• Ability to manage competing priorities and meet deadlines
• Self-motivated, strong work ethic, and professional accountability
• Leadership potential and an entrepreneurial mindset

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Compensation & Benefits

• Estimated base (jobsourced estimate): $62,178 per year (shown for candidate transparency)
• Benefits include Health/Dental/Vision insurance, Paid Time Off, 401(k), voluntary LTD and life insurance options, and flexible spending — eligibility varies.

Confidential Client provides a collaborative team environment with opportunities to grow across tax, accounting, and wealth advisory services within multiple regional offices.

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Work Location & Eligibility

• Location: Romeo, MI (on-site)
• Candidates must be authorized to work in the United States. Confidential Client complies with all applicable federal and state hiring laws.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.