Plante Moran | Trust Tax Manager

Your role.​

• 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.
• 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.
• 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.
• Highlights include health, dental, vision, disability, and life insurance.

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.
• 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.
• 5+ years of specialized trust tax expertise, including complex compliance and reporting requirements.

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