Tax Manager or Senior Manager overseeing advanced trust tax operations at Plante Moran. Ensuring compliance with tax regulations and developing team members in a collaborative environment.
Responsibilities
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.
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