Plante Moran | Tax Senior Manager High Net Worth

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.
• This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
• Please review the position description for the applicable geographic location.
• 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.
• 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.
• Plante Moran is committed to a diverse workplace.
• Plante Moran maintains a drug-free workplace.
• Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
• 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
• Highlights include health, dental, vision, disability, and life insurance.

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.
• Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.
• Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
• Bachelor's degree in accounting or finance; CPA or Bar License required

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.

• Industry: Audit / Consulting / Advisory