Tax Senior Manager High Net Worth

Your Role

• Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family;
• Planning, scheduling, projections, and billing;
• Reviewing and signing tax returns for individual or trust tax clients for accuracy and identification of tax saving opportunities and tax exposures;
• Including federal, foreign, state and local tax returns, calculating quarterly estimated payments and extensions, responding to tax notices, researching, and drafting client memorandums;
• Involvement in estate planning and wealth transfer projects;
• Supervising and training of staff and interns assigned to these engagements;
• Demonstrating ownership over the status of all assigned projects to ensure all client delivery and statutory filing deadlines are met.

Qualifications

• Bachelor's degree in accounting or finance;
• CPA or Bar License required;
• 10+ years of recent tax compliance experience is required; experience in public accounting is preferred;
• 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;
• Demonstrated leadership skills within an organization;
• Experience with routine accounting assistance is preferred but not required;
• 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;
• This position has the opportunity for flexible scheduling around peak times of the year including opportunities for some of the required hours to be performed remotely. Potential to consider reduced working hour arrangements;
• This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What Makes Us Different

We are a relatively jerk-free firm 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.

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;
• Pension plan for eligible administrative and paraprofessional staff;
• Discretionary bonus plan for eligible staff;
• Option to elect health insurance in addition to limited paid sick time for contingent staff positions.

Compensation Range

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography.

Application Information

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. 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.