Tax Senior Manager Wealth Management

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Count on us. Our \”we-care\” culture is more than just a motto; it\’s a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won’t be limited at Plante Moran. We’ll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career.

Your role.

Your Work Will Include, But Not Be Limited To

• Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family; including planning, scheduling, projections, and billing
• Review and sign tax returns for individual or trust tax clients for accuracy and identification of tax saving opportunities and tax exposures; including federal, foreign, state and local tax returns, calculating quarterly estimated payments and extensions, responses to tax notices, research, and drafting client memorandums
• Involvement in estate planning and wealth transfer projects
• Supervising and training of staff and interns assigned to these engagements
• Demonstrate ownership over the status of all assigned projects to ensure all client delivery and statutory filing deadlines are met

The Qualifications.

• Bachelor\’s degree in accounting or finance; CPA, EA, or Bar License required
• 10+ years of recent tax compliance experience is required; experience in public accounting is preferred
• Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations is required with the emphasis on high net worth individuals.
• Sophisticated knowledge of fiduciary and estate tax planning and compliance.
• Demonstrated leadership skills within an organization
• Experience with routine accounting assistance is preferred but not required
• Qualified individuals must either reside in or near the Southeast Michigan area or be willing to relocate to the area for this opportunity
• This position has the opportunity for flexible scheduling around peak times of the year including opportunities for some of the required hours to be performed remotely. Potential to consider reduced working hour arrangements

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

For Colorado & Illinois Applicants

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.

Under Colorado’s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Colorado monthly base range is as follows: $11,666.67 – 15,166.67

Illinois monthly base range is as follows: $12,000.00 – 15,416.67

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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