Apply on Employer Site

Plante Moran · 4 days ago

Tax Manager- High Net Worth

Wakefield, MA

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $145K/yr

5+ years exp

Plante Moran is a leading audit, tax, consulting, and wealth management firm committed to a supportive and inclusive culture. The Tax Manager will oversee tax planning and compliance for high net worth clients, manage tax return reviews, and contribute to team development and business expansion efforts.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management

Growth Opportunities

No H1B

Responsibilities

Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the client/family

Manage and review tax returns of high net worth individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits

Involvement in estate planning and wealth transfer projects

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 maximize technical application to project, and holds the engagement team to the same standard

Serve as the primary engagement manager with economic responsibilities for billing, realization and collections

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 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

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

Qualification

CPABar LicenseTax PlanningFiduciaryEstate TaxPublic Accounting ExperienceHigh Net Worth IndividualsClient Engagement ManagementTeam DevelopmentNetworking Skills

Required

5+ years experience in public accounting

Successful completion of a Bachelor's Degree in Accounting

CPA or Bar License 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

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