Apply on Employer Site

Plante Moran · 5 months ago

Tax Senior Manager Wealth Management

Wakefield, MA

Full-time

Onsite

Senior Level, Lead/Staff

$12,083.33/mo - $16,250/mo

10+ years exp

Plante Moran is a leading audit, tax, consulting, and wealth management firm committed to a supportive and inclusive work culture. The Tax Senior Manager in Wealth Management will manage client relationships and advisory teams, ensuring optimal wealth management goals, and will be responsible for reviewing tax returns and involvement in estate planning projects.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management

Growth Opportunities

No H1B

Responsibilities

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

Qualification

CPATax compliance experienceFiduciary tax planningHigh net worth individualsLeadership skillsEstate planningPublic accounting experienceAccounting assistance

Required

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

Qualified individuals must either reside in or near the Southeast Michigan area or be willing to relocate to the area for this opportunity