Trust Tax Manager

Plante & Moran•Southfield, MI

1d•Hybrid

About The Position

This role serves as the primary resource overseeing advanced trust tax operations for Plante Moran Trust (PMT) tax work. The position involves managing 1041 compliance, reviewing trust distributions and funding, and tax planning. It also includes managing and implementing PMT tax requirements such as RMDs and 1099 reporting to ensure full compliance with IRS regulations. The role requires leading and developing team members, including supervising and training staff and interns. Accountability for all assigned projects, ensuring timely client deliverables and adherence to statutory filing deadlines is crucial. Active engagement with the Plante Moran Trust team through meetings, committees, and training initiatives is expected. The role also requires effectively leveraging technology and other resources to maximize technical application to projects and holding the engagement team to the same standard.

Requirements

Bachelor's degree in accounting or finance
CPA required
5+ years of specialized trust tax expertise, including complex compliance and reporting requirements.
Ability to manage high-complexity tax and trust tasks with accuracy and efficiency.
Flexible to work across PMT and broader firm needs, including collaboration with wealth management tax/trust teams and estate tax reviews.
Capacity to manage peak workloads during tax season, with potential involvement in off-season engagements and ongoing PMT data/transaction administration with external vendors and special projects.
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.

Nice To Haves

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.

Responsibilities

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.
Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.