Apply on Employer Site

Plante Moran · 8 hours ago

Tax Senior Manager High Net Worth

Wakefield, MA

Full-time

Hybrid

Senior Level, Lead/Staff

$135K/yr - $185K/yr

10+ years exp

Plante Moran is a leading audit, tax, consulting, and wealth management firm that emphasizes a supportive and growth-oriented culture. The Tax Senior Manager High Net Worth role involves managing client relationships and advisory teams to optimize wealth management goals, reviewing tax returns, and supervising staff while ensuring compliance and planning for high net worth individuals.

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

CPABar LicenseTax compliance experienceFiduciaryEstate tax planningHigh net worth individualsPublic accounting experienceAccounting assistanceLeadership skills

Required

Bachelor's degree in accounting or finance; CPA or Bar License required

10+ years of recent tax compliance experience is required

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

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