Plante Moran · 1 week ago
26 Winter Seasonal Tax Preparer (CTP)
Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms. They are seeking a Winter Seasonal Tax Preparer who will be responsible for preparing various types of tax returns and managing the internal database, while also assisting the team with tax preparation needs.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
Responsibilities
Prepare various types of tax returns such as Corporate, Partnership, individual, fiduciary, trusts, and payroll
Helped assist with any tax preparation needed for the team
Responsible for the internal database including updating status steps, setting-up new clients, deleting lost clients, as well as printing out due-date reports for Managers
Tracks processing activities including timing and completion
Assess electronically submitted returns and instruction sheets for completeness/precision
Responsible for scanning documents into SurePrep and learning/using other computer/technology, and tax technology applications (e.g., CCH ProSystem FX, FirmFlow, SuperForms, etc.) will likely be on-the-job training
Qualification
Required
High school diploma or equivalent is required
Must be able to remain in a stationary sitting position for at least 75% of the time
Must be able to lift at least 15 lbs– specific job duties may require additional lifting to move, transport, position and install equipment
Occasional moving & lifting of equipment; bending, lifting, climbing required to position self to maintain computers during engagements
Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, etc
Person in position frequently communicates with individuals who have inquiries
Must be able to exchange information in these situations
Ability to work in a high stress environment
Reliable transportation and valid driver's license are required including a clean driving record
Minimum levels of auto insurance coverage are required
Ability to travel locally, work overtime and weekends is required
Ability to travel overnight or internationally may be required
Benefits
Health, dental, vision, disability, and life insurance
Flexible Time Off
Various pre-determined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense
Lodging, and meal reimbursement for business-related use
Pension plan
Discretionary bonus plan
Limited paid sick time
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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