Manager · National
Plante & Moran, PLLC · Chicago Riverside Plaza, Illinois · Hybrid
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Manage and review tax planning and compliance for high net worth individuals and trusts.
Worth knowing: Client travel throughout the region with some overnight stays may be 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: Technical Responsibilities: Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the client/family. Manage and review tax returns of high net worth individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions Identify tax solutions and opportunities for clients including federal or state credits or items generated from tax law changes Effectively leverage available technology (i.e. CCH Axcess) and other resources to maximize technical application to project, and holds the engagement team to the same standard Serve as the primary engagement manager with economic responsibilities for billing, realization and collections Relationship Building and Staff Development Participate in internal and external networking events, including client meetings, industry events, etc.
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