Plante Moran
Plante Moran | Tax Senior Manager High Net Worth
RESUME MATCH
Upload your resume & find all jobs matching it
See how well this job fits you — plus every other live job that matches your skills and experience.
Upload ResumeFree check · 30 sec
PDF, DOCX or photo
PDF, DOCX or photo
Applying here? Tailor your resume to this job - see which keywords it asks for that your resume is missing.
Job Highlights
Responsibilities
- 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.
- 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
- Supervising and training of staff and interns assigned to these engagements
Requirements
- 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.
- Demonstrated leadership skills within an organization.
- Experience with routine accounting assistance is preferred but not required.
- Bachelor's degree in accounting or finance; CPA or Bar License required
About the company
Plante Moran
Plante Moran is an employer hiring in India (sector: Audit / Consulting / Advisory).
Its finance, accounts, audit and tax openings in India are mostly in Southfield, Chicago Riverside Plaza, Denver Tech Center and Wakefield.
