Tax Manager or Senior Manager - Exempt Organizations

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

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

• Review returns for partnership, corporate, and individual tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and assist with Federal and State tax audits
• Strong knowledge of exempt organizations.
• 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 Axess) 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.
• Contribute to business expansion efforts, including proposal development and sales calls
• Supervise and develop a team of 1-2 associates on each engagement in the areas of client engagement management and applied technical tax knowledge
• Immediate opportunity to work directly with Managers, Senior Managers, and Partners internally, and Accounting Managers, Controllers, and C-Suite individuals externally

Firm Contributions

• Participate in annual CORE training program which focuses on development of core competencies to facilitate your growth at the firm
• Opportunities to be involved in various non-billable initiatives, including on and off-campus recruiting, internal training facilitation, buddy system/mentoring program, development of thought leadership content, etc.

The qualifications.

• 5+ years experience in public accounting
• Successful completion of a Bachelor’s Degree in Accounting
• CPA or Bar License required
• Qualified individuals must either reside in or near the Wakefield/Boston area or be willing to relocate to the area for this opportunity. 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 is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes we different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for?

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week.

• health, dental, vision, disability, and life insurance.
• Flexible Time Off
• pre-determined holidays
• 401(k) plan
• flexible benefits plans
• business-related travel expense
• lodging
• meal reimbursement for business-related use.
• pension plan
• discretionary bonus plan
• the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review theposition description for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $100,000-$202,000

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This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.