Tax Manager - Private Client Services
Plante Moran · Wakefield, MA · 1 wk ago
On-siteFinance$100k–$145k/yrFull-time
Technical Responsibilities
- Review returns for partnership, corporate, and individual tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and assisting with Federal and State tax audits
- 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
- Holds the engagement team to the same standard
- Serve as the primary engagement manager with economic responsibilities for billing, realization and collections
Relationship Building and Staff Development
- 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 1-2 associates on each engagement in the areas of client engagement management and applied technical tax knowledge
Firm Contributions
- 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.
The Qualifications
- 5+ years experience in public accounting
- Successful completion of a Bachelor’s Degree in Accounting
- CPA or Bar License required
- Client travel throughout the region, with some overnight stays may be required
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.
Benefits
- Health, dental, vision, disability, and life insurance
- Flexible Time Off and various pre-determined holidays
- 401(k) plan
- flexible benefits plans
- business-related travel expense, lodging, and meal reimbursement for business-related use
- Discretionary bonus plan
Compensation Range
This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.