2027 Tax Operations and Innovation Entry Staff Level

Plante Moran; Southfield (MI); Hybrid; USD 77,000 - 83,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible time off

Discretionary bonus

Job summary

Plante Moran’s Tax Operations and Innovation team drives technology to optimize the firm’s tax functions across multiple industries. You will contribute to automating processes, building low/no-code tools, and partnering with Tax SMEs to deploy templates used by engagement teams.

The role offers exposure to a broad range of projects, deepening knowledge of public accounting and technology’s role in client service, with a flexible workplace model and opportunities for growth.

Qualifications

• Meticulous with problem-solving, communication, and analytical skills.
• Bachelor’s degree or above in accounting, tax, accounting information systems, data analytics, or related field.
• Academic success (a minimum cumulative GPA of 3.0).
• Intermediate to advanced Excel skills required.
• Working knowledge of Power BI, Power Automate, APIs, and SQL preferred.
• Pursuing a CPA license is a plus.

Responsibilities

• Participate in the development and implementation of a tax technology strategy/roadmap to automate, streamline, and standardize the firm’s tax operations.
• Involvement in developing low to no code technology solutions for the tax department.
• Collaborate with Tax Subject Matter Experts to design, develop, test, deploy, and maintain tools and templates leveraged by engagement teams.
• Work closely with individuals across the tax department to understand their needs and help develop technology solutions.
• Apply educational background and experience to collaborate with engagement teams on the utilization of technology tools, including internally developed and 3rd party vendor solutions.
• Gain an understanding of the firm's technology stack and usage, along with tax processes. Analyzing technology vendors and their products to help the tax department make informed investment decisions.
• Participating in strategic research projects on advanced technology.
• Assist with deployment efforts such as change management and training.
• Utilize basic project and process management skills to effectively manage responsibilities associated with multiple complex projects at once. Bring opportunities for improvement on product development that is in line with the firm’s growth initiatives in tax.

Skills

Problem solving

Communication

Analytical skills

Excel

Power BI

Power Automate

APIs

SQL

Education

Bachelor’s degree or above in accounting, tax, accounting information systems, data analytics, or related field

Academic success (GPA ≥ 3.0)

Tools

Power BI

Power Automate

APIs

SQL

Job description

Applications are accepted on an ongoing basis. 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. Make your mark. Our Tax Operations and Innovation team focuses on ensuring the tax department has the technology solutions and processes to fulfill their critical business needs.

We align business goals and modern technologies to help tax practitioners create measurable value across a variety of commercial industries including manufacturing & distribution, real estate & construction, business & industrial services, private equity, and wealth management.

Your role

You will serve as an integral part of the tax department’s commitment to continuous improvement and technology advancement. You can look forward to a broad range of projects that will deepen your knowledge of public accounting and how technology plays a crucial role in serving clients in a diversity of industries.

• Participate in the development and implementation of a tax technology strategy/roadmap to automate, streamline, and standardize the firm’s tax operations.


• Involvement in developing low to no code technology solutions for the tax department.


• Collaborate with Tax Subject Matter Experts to design, develop, test, deploy, and maintain tools and templates leveraged by engagement teams.

Work closely with individuals across the tax department to understand their needs and help develop technology solutions. Apply educational background and experience to collaborate with engagement teams on the utilization of technology tools, including internally developed and 3rd party vendor solutions.

Gain an understanding of the firm's technology stack and usage, along with tax processes. Analyzing technology vendors and their products to help the tax department make informed investment decisions.

• Participating in strategic research projects on advanced technology.


• Assist with deployment efforts such as change management and training.

Utilize basic project and process management skills to effectively manage responsibilities associated with multiple complex projects at once. Bring opportunities for improvement on product development that is in line with the firm’s growth initiatives in tax. Bring an innovative, outside the box mindset to projects. Networking to build relationships within the firm as well as outside the firm. Contributes to establishing internal standards and processes for the practice.

Qualifications

• Meticulous with problem-solving, communication, and analytical skills.


• Bachelor’s degree or above in accounting, tax, accounting information systems, data analytics, or related field.


• Academic success (a minimum cumulative GPA of 3.0).


• Intermediate to advanced Excel skills required.


• Working knowledge of Power BI, Power Automate, APIs, and SQL preferred.


• Pursuing a CPA license is a plus.

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 us 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.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. 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. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

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. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions 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 the position description for the applicable 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: $77,000.00 - $83,000.00

Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.