Tax Manager - Wealth Management
About The Position
The Tax Manager will manage tax planning and compliance for high-net-worth and family office clients, with a primary focus on complex investment partnerships and related family trusts and individuals. The role includes overseeing federal, foreign, state, and local tax returns, estimated payments, extensions, and tax audits, as well as contributing to estate planning and wealth transfer projects. The manager will determine tax objectives, scope, and methodology; advise client management on the broader impacts of decisions; identify tax solutions and opportunities; and use available tax technology and resources effectively. The position also carries engagement economics responsibilities, including billing, realization, and collections. The role includes building client and professional relationships, supporting business expansion through proposals and sales calls, and supervising and developing associates. The manager will collaborate with internal leaders and external accounting and executive professionals, participate in firm training and development, and may contribute to recruiting, internal training, mentoring, and thought leadership initiatives. Client travel throughout the region, including some overnight stays, may be required, as may overnight travel for firm-wide training and events. This exempt position may require working more than a standard 40-hour week. Plante Moran follows a “Workplace for Your Day” model that emphasizes flexibility while maintaining a principally in-person approach. The stated base salary range for the role in Colorado, Illinois, Ohio, and Massachusetts is $97,500–$168,000.
Requirements
- At least 5 years of experience in public accounting.
- Bachelor’s degree in Accounting.
- CPA or Bar License required.
- Experience with high-net-worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations, with emphasis on high-net-worth individuals.
- Sophisticated knowledge of fiduciary and estate tax planning and compliance.
- Legally authorized to work in the United States without sponsorship, except for qualified candidates bilingual in Japanese and English or Chinese and English.
Responsibilities
- Manage tax planning with clients and advisory teams to support clients’ and families’ wealth management goals.
- Manage and review federal, foreign, state, and local tax returns, estimated payments, extensions, and tax audits for high-net-worth and family office clients.
- Contribute to estate planning and wealth transfer projects.
- Determine appropriate tax objectives, scope, and methodology, and participate in client decision-making.
- Identify tax solutions and opportunities, including credits and items arising from changes in tax law.
- Use tax technology, including CCH Axcess, and other resources effectively, and hold engagement teams to the same standard.
- Serve as primary engagement manager and manage billing, realization, and collections.
- Participate in internal and external networking, client meetings, and industry events.
- Contribute to business expansion, including proposal development and sales calls.
- Supervise and develop associates in client engagement management and applied technical tax knowledge.
- Participate in the annual CORE training program and may contribute to recruiting, internal training, mentoring, and thought leadership initiatives.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life insurance
- Flexible Time Off
- Predetermined holidays
- 401(k) plan
- Flexible benefits plans
- Business-related travel, lodging, and meal reimbursement
- Pension plan for eligible administrative and paraprofessional staff
- Discretionary bonus plan for eligible staff
- Some contingent staff positions may elect health insurance and receive limited paid sick time
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What This Job Offers
Job Type
Full-time
Career Level
Manager
