Plante Moran

Tax Manager – Wealth Management

Plante Moran

full-time

Posted on:

Location Type: Hybrid

Location: Southfield • Illinois • Massachusetts • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $100,000 - $202,000 per year

Job Level

Senior

About the role

  • Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust tax work, including 1041 compliance, review of trust distributions and funding, and tax planning.
  • Manage and implement PMT tax requirements, including RMDs and 1099 reporting, to ensure full compliance with IRS regulations.
  • Lead and develop team members, including supervising and training staff and interns assigned to engagements.
  • Maintain accountability for all assigned projects, demonstrating ownership of progress and ensuring timely client deliverables and adherence to statutory filing deadlines.
  • Engage actively with the Plante Moran Trust team through participation in team meetings, committees, and training initiatives for the trust team.
  • Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.

Requirements

  • Bachelor's degree in accounting or finance.
  • CPA required.
  • 8–10 years of specialized trust tax expertise, including complex compliance and reporting requirements.
  • Ability to manage high-complexity tax and trust tasks with accuracy and efficiency.
  • Flexible to work across PMT and broader firm needs, including collaboration with wealth management tax/trust teams and estate tax (Form 706) reviews.
  • Demonstrated leadership skills with experience supervising and mentoring team members.
  • Capacity to manage peak workloads during tax season, with potential involvement in off-season engagements and ongoing PMT data/transaction administration with external vendors and special projects.
Benefits
  • Health, dental, vision, disability, and life insurance.
  • Flexible Time Off and various pre-determined holidays.
  • 401(k) plan.
  • Flexible benefits plans.
  • Business-related travel expense, lodging, and meal reimbursement for business-related use.
  • Pension plan for eligible administrative and paraprofessional staff.
  • Discretionary bonus plan for eligible staff.
  • Option to elect health insurance for some contingent staff positions in addition to limited paid sick time.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
trust tax operations1041 compliancetrust distributionstax planningRMDs1099 reportingcomplex compliancereporting requirementsForm 706data/transaction administration
Soft Skills
leadershipsupervisingmentoringaccountabilitycollaborationflexibilityaccuracyefficiencyownershipengagement
Certifications
Bachelor's degree in accountingBachelor's degree in financeCPA