Tax Associate
The Tax Associate at Confidential Client is an entry-level role focused on tax analysis, preparation of tax projections and returns, and collaborating with CPAs and financial advisors within a family office environment. This position supports proactive tax planning strategies to minimize client tax liabilities and contributes to delivering comprehensive financial services. It offers a unique opportunity to develop tax expertise while working closely with a multidisciplinary team to achieve superior client outcomes.
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.
Role Overview
Confidential Client is hiring an entry-level Tax Associate to join their Family Office tax team in Southfield, MI. This role offers hands-on experience in tax strategy and planning, tax projections, and tax return preparation while collaborating with CPAs, accountants, and financial advisors. Ideal for early-career candidates who want to grow into tax and financial-services roles.
What You’ll Do
- Analyze client tax liability and identify planning opportunities
- Prepare tax projections and support year-round tax planning
- Assist with preparation of individual and business tax returns
- Collaborate with the Tax Team, CPAs, and Financial Advisors to deliver coordinated client solutions
- Attend meetings, trainings, and client reviews
- Meet assigned goals and deadlines while complying with industry rules and regulations
- Complete other tasks and projects as assigned
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field preferred
- Strong written and verbal communication skills
- Basic computer skills; experience with Microsoft Office (Excel, Word)
- Ability to manage competing priorities and meet deadlines
- Highly motivated, self-starter with a strong work ethic
- Professional accountability and leadership qualities
- Interest in tax planning and client service within a family-office environment
- Ability to obtain an active Preparer Tax Identification Number (PTIN)
- Ability to obtain Enrolled Agent designation (or willingness to pursue)
Compensation & Benefits
- Estimated base salary: $57,398 per year (estimated)
- Health, dental, and vision insurance
- Paid time off (PTO)
- 401(k)
- Voluntary LTD and life insurance options
- Flexible spending accounts
- Eligibility requirements vary by plan and location
Why You’ll Like Working Here
Confidential Client operates as a family office-style financial services team, offering exposure to tax planning connected to broader wealth management and accounting activities. You’ll gain cross-disciplinary experience, mentor support, and opportunities to expand into advanced tax roles.
Location & Employment Type
This is an on-site, full-time opportunity based in Southfield, MI.
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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