Tax Manager - Private Client Services in Wakefield

Count on us. Our “we-care” culture is more than just a motto; it’s a promise. From day one, we prioritise 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 specialise 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 work will include, but not be limited to:

• Technical Responsibilities: Review returns for partnership, corporate, and individual tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and assisting with Federal and State tax audits. Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client’s management to understand the broader impact of current decisions and possible solutions. Identify tax solutions and opportunities for clients including federal or state credits or items generated from tax law changes. Effectively leverage available technology (i.e. CCH Axcess) and other resources to maximise technical application to project, and hold the engagement team to the same standard. Serve as the primary engagement manager with economic responsibilities for billing, realisation and collections.
• Relationship Building and Staff Development: Participate in internal and external networking events, including client meetings, industry events, etc. Contribute to business expansion efforts, including proposal development and sales calls. Supervise and develop a team of 1-2 associates on each engagement in the areas of client engagement management and applied technical tax knowledge. Immediate opportunity to work directly with Managers, Senior Managers, and Partners internally, and Accounting Managers, Controllers, and C-Suite individuals externally.
• Firm Contributions: Participate in annual CORE training programme which focuses on development of core competencies to facilitate your growth at the firm. Opportunities to be involved in various non-billable initiatives, including on and off-campus recruiting, internal training facilitation, buddy system/mentoring programme, development of thought leadership content, etc.

The qualifications:

• 5+ years experience in public accounting.
• Successful completion of a Bachelor’s Degree in Accounting.
• CPA or Bar License required.
• Client travel throughout the region, with some overnight stays may be required. Additionally, there are opportunities for overnight travel to attend firm wide trainings and events.
• 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 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.

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 recognise — 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.

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:

• Health
• Dental
• Vision
• Disability
• Life insurance
• Flexible Time Off
• Various pre-determined holidays
• A 401(k) plan
• Flexible benefits plans
• Business-related travel expense
• Lodging
• Meal reimbursement for business-related use
• A pension plan for eligible administrative and paraprofessional staff
• A discretionary bonus plan
• Option for contingent staff positions to elect health insurance in addition to limited paid sick time

The compensation range for this role in CO, IL, OH, and MA is: $100,000-$145,000.