Tax Manager: Lead Client Engagement & Strategy

Plante Moran; Wakefield; On-site; GBP 75,000 - 152,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Pension plan

Discretionary bonus

Travel expense reimbursement

Lodging

Meal reimbursement

Flexible Time Off

Paid holidays

Job summary

Plante Moran seeks an experienced public accounting professional to join its Wakefield/Boston area team. The role involves reviewing tax returns for partnerships, corporations, and individuals, with emphasis on exempt organizations, and advising on tax strategy and credits.

You will manage engagements, mentor 1–2 associates, and collaborate with senior leadership on client solutions. The position offers opportunities to network, participate in firm initiatives, and contribute to business growth

Qualifications

• 5+ years of experience in public accounting.
• Bachelor’s Degree in Accounting.
• CPA or Bar License required.
• Willing to relocate to the Wakefield/Boston area; some travel may be required.

Responsibilities

• Review returns for partnership, corporate, and individual tax clients.
• Strong knowledge of exempt organizations.
• Define tax objectives and participate in management decisions.
• Identify tax solutions, including credits or items from tax changes.
• Leverage technology (CCH Axess) to maximize project delivery.
• Serve as primary engagement manager for billing, realization, and collections.
• Participate in client meetings and industry events.
• Support business expansion through proposals and sales calls.
• Supervise 1–2 associates on engagements.
• Collaborate with Managers, Senior Managers, and Partners.

Skills

Public accounting

CPA or Bar license

Client relationship management

Relocation willingness

Education

Bachelor’s degree in Accounting

Tools

CCH Axess

Job description

Plante Moran seeks an experienced public accounting professional to join its Wakefield/Boston area team. The role involves reviewing tax returns for partnerships, corporations, and individuals, with emphasis on exempt organizations, and advising on tax strategy and credits.

You will manage engagements, mentor 1–2 associates, and collaborate with senior leadership on client solutions. The position offers opportunities to network, participate in firm initiatives, and contribute to business growth