Tax Senior Manager High Net Worth
Plante Moran, Wakefield, MA, United States
Join Plante Moran
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. Go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran. We'll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career. Your role will include, but not be limited to: managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family; including planning, scheduling, projections, and billing; review and sign 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, responses to tax notices, research, and drafting client memorandums; involvement in estate planning and wealth transfer projects; supervising and training of staff and interns assigned to these engagements; and demonstrating ownership over the status of all assigned projects to ensure all client delivery and statutory filing deadlines are met. The qualifications include a 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; and 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? 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 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. 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. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize and celebrate our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. 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 contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range for this role in CO, IL, OH, and MA is: $135,000-$185,000. Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.
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. Go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran. We'll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career. Your role will include, but not be limited to: managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family; including planning, scheduling, projections, and billing; review and sign 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, responses to tax notices, research, and drafting client memorandums; involvement in estate planning and wealth transfer projects; supervising and training of staff and interns assigned to these engagements; and demonstrating ownership over the status of all assigned projects to ensure all client delivery and statutory filing deadlines are met. The qualifications include a 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; and 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? 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 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. 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. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize and celebrate our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. 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 contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range for this role in CO, IL, OH, and MA is: $135,000-$185,000. Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.