Plante Moran · 2 months ago
Dana Scheuer – Internal Transfer
Plante Moran is a leading audit, tax, consulting, and wealth management firm committed to a culture of growth and success. The role involves enhancing the tax department’s technology solutions and processes, focusing on continuous improvement and collaboration with various teams to implement innovative tax technology strategies.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
Responsibilities
Participate in the development and implementation of a tax technology strategy/roadmap to automate, streamline, and standardize the firm’s tax operations
Involvement in developing low to no code technology solutions for the tax department
Collaborate with Tax Subject Matter Experts to design, develop, test, deploy, and maintain tools and templates leveraged by engagement teams
Work closely with individuals across the tax department to understand their needs and help develop technology solutions
Apply educational background and experience to collaborate with engagement teams on the utilization of technology tools, including internally developed and 3rd party vendor solutions
Gain an understanding of the firm's technology stack and usage, along with tax processes
Analyzing technology vendors and their products to help the tax department make informed investment decisions
Participating in strategic research projects on advanced technology
Assist with deployment efforts such as change management and training
Utilize basic project and process management skills to effectively manage responsibilities associated with multiple complex projects at once
Bring opportunities for improvement on product development that is in line with the firm’s growth initiatives in tax
Bring an innovative, outside the box mindset to projects
Networking to build relationships within the firm as well as outside the firm
Contributes to establishing internal standards and processes for the practice
Qualification
Required
Meticulous with problem-solving, communication, and analytical skills
Bachelor's degree or above in accounting, tax, accounting information systems, data analytics, or related field
Academic success (a minimum cumulative GPA of 3.0)
Intermediate to advanced Excel skills required
Preferred
Working knowledge of Power BI, Power Automate, APIs, and SQL
Company
Plante Moran
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.
Funding
Current Stage
Late StageRecent News
2025-10-21
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