Hybrid Tax Manager – Wealth Management

at Plante Moran

• Job title: Tax Manager – Wealth Management
• Job type: Full Time
• Experience level: Senior
• Salary: $100,000 - $202,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Southfield, United States

About the role

• Tax Manager or Senior Manager overseeing advanced trust tax operations at Plante Moran. Ensuring compliance with tax regulations and developing team members in a collaborative environment.

Responsibilities

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

Requirements

• Bachelor's degree in accounting or finance.
• CPA required.
• 8–10 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 (Form 706) reviews.
• Demonstrated leadership skills with experience supervising and mentoring team members.
• 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 for business-related use.
• Pension plan for eligible administrative and paraprofessional staff.
• Discretionary bonus plan for eligible staff.
• Option to elect health insurance for some contingent staff positions in addition to limited paid sick time.