2027 Tax Operations and Innovation Entry Staff Level
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide which content is list vs prose.
Responsibilities: list of duties. So we can put
Responsibilities
- ... each bullet.
Qualifications: list of requirements. Could be
.
Benefits: list of benefits. Could be .
Pay: maybe just a with the range.
Schedule: maybe a
describing flexibility.
About the role: maybe a
or multiple
.
We need to ensure we don't miss any substantive info.
Let's extract each piece.
About the role:
Paragraph 1: "Our Tax Operations and Innovation team focuses on ensuring the tax department has the technology solutions and processes to fulfill their critical business needs. We align business goals and modern technologies to help tax practitioners create measurable value across a variety of commercial industries including manufacturing & distribution, real estate & construction, business & industrial services, private equity, and wealth management."
Paragraph 2: "Your role. You will serve as an integral part of the tax department’s commitment to continuous improvement and technology advancement. You can look forward to a broad range of projects that will deepen your knowledge of public accounting and how technology plays a crucial role in serving clients in a diversity of industries."
We can combine into one or two
.
Responsibilities: list after "Your experience may include, but will not be limited to:" then each sentence ends with a period. Let's extract each:
- 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.
Note: Some start with verbs, some gerunds. Keep as is.
Qualifications: after "The Qualifications." then list:
- 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.
- Working knowledge of Power BI, Power Automate, APIs, and SQL preferred.
- Pursuing a CPA license is a plus.
We could also include "What makes us different?" but that's more culture; maybe could be part of About the role or separate but not required heading. Since we have limited headings, we could incorporate that into About the role as prose. But we must not create extra headings unless content. Could add a paragraph about culture under About the role.
But we have to preserve all substantive info. The "What makes us different?" paragraph includes: "On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities." Also later about DEI etc. That's substantive. Could be placed under About the role or maybe a separate section like "Culture". But we only have prescribed headings; we could put it under About the role as additional paragraphs.
Also the later DEI paragraph: "At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities." etc. That's also substantive.
Also the "Workplace for Your Day" model paragraph about flexibility.
Also the benefits paragraph.
Also the pay range paragraph.
Also the schedule/flexibility paragraph.
We need to ensure we don't include boilerplate like EEO, drug-free workplace, application instructions, etc. So we must remove those.
Let's list all substantive paragraphs and see where they fit.
Full text (I'll copy and parse):
"Applications are accepted on an ongoing basis. Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Make your mark. Our Tax Operations and Innovation team focuses on ensuring the tax department has the technology solutions and processes to fulfill their critical business needs. We align business goals and modern technologies to help tax practitioners create measurable value across a variety of commercial industries including manufacturing & distribution, real estate & construction, business & industrial services, private equity, and wealth management. Your role. You will serve as an integral part of the tax department’s commitment to continuous improvement and technology advancement. You can look forward to a broad range of projects that will deepen your knowledge of public accounting and how technology plays a crucial role in serving clients in a diversity of industries. Your experience may include, but will not be limited to: 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. The Qualifications. 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. Working knowledge of Power BI, Power Automate, APIs, and SQL preferred. Pursuing a CPA license is a plus. What makes us different? On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human
for prose. We need to decide which content is list vs prose. Responsibilities: list of duties. So we can put
Responsibilities
- ... each bullet.
Qualifications: list of requirements. Could be
- .
Benefits: list of benefits. Could be
- .
Pay: maybe just a
with the range. Schedule: maybe a
describing flexibility. About the role: maybe a
or multiple
. We need to ensure we don't miss any substantive info. Let's extract each piece. About the role: Paragraph 1: "Our Tax Operations and Innovation team focuses on ensuring the tax department has the technology solutions and processes to fulfill their critical business needs. We align business goals and modern technologies to help tax practitioners create measurable value across a variety of commercial industries including manufacturing & distribution, real estate & construction, business & industrial services, private equity, and wealth management." Paragraph 2: "Your role. You will serve as an integral part of the tax department’s commitment to continuous improvement and technology advancement. You can look forward to a broad range of projects that will deepen your knowledge of public accounting and how technology plays a crucial role in serving clients in a diversity of industries." We can combine into one or two
. Responsibilities: list after "Your experience may include, but will not be limited to:" then each sentence ends with a period. Let's extract each: - 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. Note: Some start with verbs, some gerunds. Keep as is. Qualifications: after "The Qualifications." then list: - 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. - Working knowledge of Power BI, Power Automate, APIs, and SQL preferred. - Pursuing a CPA license is a plus. We could also include "What makes us different?" but that's more culture; maybe could be part of About the role or separate but not required heading. Since we have limited headings, we could incorporate that into About the role as prose. But we must not create extra headings unless content. Could add a paragraph about culture under About the role. But we have to preserve all substantive info. The "What makes us different?" paragraph includes: "On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities." Also later about DEI etc. That's substantive. Could be placed under About the role or maybe a separate section like "Culture". But we only have prescribed headings; we could put it under About the role as additional paragraphs. Also the later DEI paragraph: "At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities." etc. That's also substantive. Also the "Workplace for Your Day" model paragraph about flexibility. Also the benefits paragraph. Also the pay range paragraph. Also the schedule/flexibility paragraph. We need to ensure we don't include boilerplate like EEO, drug-free workplace, application instructions, etc. So we must remove those. Let's list all substantive paragraphs and see where they fit. Full text (I'll copy and parse): "Applications are accepted on an ongoing basis. Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Make your mark. Our Tax Operations and Innovation team focuses on ensuring the tax department has the technology solutions and processes to fulfill their critical business needs. We align business goals and modern technologies to help tax practitioners create measurable value across a variety of commercial industries including manufacturing & distribution, real estate & construction, business & industrial services, private equity, and wealth management. Your role. You will serve as an integral part of the tax department’s commitment to continuous improvement and technology advancement. You can look forward to a broad range of projects that will deepen your knowledge of public accounting and how technology plays a crucial role in serving clients in a diversity of industries. Your experience may include, but will not be limited to: 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. The Qualifications. 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. Working knowledge of Power BI, Power Automate, APIs, and SQL preferred. Pursuing a CPA license is a plus. What makes us different? On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human