2027 Tax Operations and Innovation Entry Staff Level

About the role

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. 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. 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.

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.

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.

Benefits

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 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