Tax Manager - Private Clients 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.

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 role.

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 program 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 program, 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.
• Qualified individuals must either reside in or near the Chicago, Illinois area or be willing to relocate to the area for this opportunity. Client travel throughout the region, with some overnight stays may be required.
• 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.

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace.

Interested applicants must 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 authorised to work in the United States without sponsorship.

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.

Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement.