Senior Manager · National
Plante & Moran, PLLC · Wakefield · Hybrid
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Manage tax compliance and planning for high net worth individuals and related entities, supervise staff, and handle estate planning.
Worth knowing: Client travel regionally with some overnight stays required
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won’t be limited at Plante Moran. We’ll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career. Your role. Your work will include, but not be limited to: 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 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 Involvement in estate planning and wealth transfer projects Supervising and training of staff and interns assigned to these engagements Demonstrate ownership over the status of all assigned projects to ensure all client delivery and statutory filing deadlines are met The qualifications. Bachelor's degree in accounting or finance; CPA or Bar License required 10+ years of recent tax compliance experience is required; experience in public accounting is preferred 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. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Demonstrated leadership skills within an organization Experience with routine accounting assistance is preferred but not required Client travel throughout the region, with some overnight stays may be required. Additionally, there are opportunities for overnight travel to attend firm wide trainings and events 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.
Pay, CPA exam support and hiring patterns at Plante & Moran, PLLC
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