Tax Associate
The Tax Associate at Confidential Client is an entry-level role focused on tax analysis, projections, and return preparation within a collaborative Family Office environment. The position involves working closely with CPAs, accountants, and financial advisors to deliver proactive tax planning strategies that align with clients' financial goals. This role offers professional growth opportunities in tax accounting and client service within a large financial firm.
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.
What You’ll Do
Confidential Client is hiring an entry-level Tax Associate to join their tax team in Saginaw, MI. You will work within a Family Office-style financial services environment, collaborating with CPAs, accountants, and financial advisors to deliver tax planning, projections, and tax return support for individual and business clients.
Primary responsibilities:
- Analyze client tax liability and identify planning opportunities
- Prepare tax projections and assist with tax return preparation
- Support the Tax Team in servicing assigned client relationships
- Attend meetings and trainings to build technical tax knowledge
- Meet assigned goals and deliverables
- Ensure compliance with applicable tax and industry regulations
- Perform additional tasks as assigned to support client service and team objectives
Qualifications
The role is well suited for candidates early in their tax career who are motivated to grow in financial services.
Required / preferred qualifications:
- Bachelor’s degree in Accounting, Finance, or related field preferred
- Strong written and verbal communication skills
- Basic computer skills; experience with Microsoft Office
- Ability to effectively manage competing priorities and deadlines
- Strong work ethic, self-starter mentality, and professional accountability
- Demonstrated leadership potential and an entrepreneurial mindset
- Willingness and ability to obtain an Enrolled Agent designation
- Ability to obtain and maintain an active Preparer Tax Identification Number (PTIN)
Benefits
Confidential Client offers a benefits package that may include:
- Health, dental, and vision insurance
- Paid time off (PTO)
- 401(k) retirement plan
- Voluntary disability and life insurance options
- Flexible spending accounts (Eligibility requirements vary by program and role.)
Location & Employment Type
- Location: Saginaw, MI (on-site)
- Employment Type: Full-time
- Level: Entry / Early-career (Tax)
Confidential Client is committed to training and professional development. This position is an excellent opportunity to learn tax planning and tax accounting within a collaborative financial services environment.
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.
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