Plante Moran · 8 hours ago
Tax Manager or Senior Manager - Wealth Management
Southfield, MI
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $202K/yr
8+ years expPlante Moran is a leading audit, tax, consulting, and wealth management firm committed to a supportive culture. The Tax Manager or Senior Manager will oversee advanced trust tax operations, ensuring compliance and managing team development.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
No H1B
Responsibilities
Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust tax work, including 1041 compliance, review of trust distributions and funding, and tax planning
Manage and implement PMT tax requirements, including RMDs and 1099 reporting, to ensure full compliance with IRS regulations
Lead and develop team members, including supervising and training staff and interns assigned to engagements
Maintain accountability for all assigned projects, demonstrating ownership of progress and ensuring timely client deliverables and adherence to statutory filing deadlines
Engage actively with the Plante Moran Trust team through participation in team meetings, committees, and training initiatives for the trust team
Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard
Qualification
Required
Bachelor's degree in accounting or finance
CPA required
8–10 years of specialized trust tax expertise, including complex compliance and reporting requirements
Ability to manage high-complexity tax and trust tasks with accuracy and efficiency
Flexible to work across PMT and broader firm needs, including collaboration with wealth management tax/trust teams and estate tax (Form 706) reviews
Demonstrated leadership skills with experience supervising and mentoring team members
Capacity to manage peak workloads during tax season, with potential involvement in off-season engagements and ongoing PMT data/transaction administration with external vendors and special projects
Position will be filled at Manager or Senior Manager level
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
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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