Trust Tax Manager

About the role

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.

Responsibilities

• Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust (PMT) 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 hold the engagement team to the same standard.

Qualifications

• Bachelor's degree in accounting or finance
• CPA required
• 5+ 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 reviews.
• 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.

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

Pay

The compensation range for this role in CO, IL, OH, and MA is $97,500 - $168,000. Experienced hires are generally not hired at or near the maximum salary range, as compensation decisions consider responsibilities, education, experience, knowledge, skills, and geography.

Schedule

This is an exempt position, so you may have to work hours that exceed the standard 40‑hour work week. Plante Moran’s “Workplace for Your Day” model strives for flexibility and balance while staying true to a principally in‑person model; you are encouraged to work with your supervisor and team to determine your optimal working environment each day.