Plante Moran
Plante Moran | Trust Tax Manager
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Job Highlights
Your role.
- 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.
Requirements
- Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.
- Ability to manage high-complexity tax and trust tasks with accuracy and efficiency.
- 5+ years of specialized trust tax expertise, including complex compliance and reporting requirements.
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.
