Plante Moran · 4 hours ago
Tax Manager- High Net Worth
Wakefield, MA
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $145K/yr
5+ years expPlante Moran is a leading audit, tax, consulting, and wealth management firm committed to a supportive workplace culture. The Tax Manager will proactively manage tax planning processes for high net worth clients, oversee tax return preparation, and contribute to business development efforts while supervising a team of associates.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
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
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
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
A pension plan is also available for eligible administrative and paraprofessional staff
A discretionary bonus plan is available for eligible staff
Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to 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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Gordon Krater
Retired Partner
S
Steve Schenbeck
Partner
Recent News
2025-10-21
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