Senior Tax Manager - Wealth & Estate Planning

Plante Moran; Chicago (IL); Sur place; USD 100 000 - 168 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) plan

Flexible Time Off

Pension plan

Discretionary bonus

Résumé du poste

Plante Moran is seeking a seasoned tax professional with 5+ years in public accounting to lead tax planning and compliance for high-net-worth individuals and entities. You will review complex tax returns, engage in estate planning, and drive client solutions with our advisory teams.

The role involves collaboration with senior leadership, opportunities for travel across the region, and involvement in a broad range of wealth-management projects. CPA or Bar license required.

Qualifications

• 5+ years experience in public accounting.
• CPA or Bar License required.
• Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations is required with emphasis on high net worth individuals.
• Sophisticated knowledge of fiduciary and estate tax planning and compliance.
• Client travel throughout the region, with some overnight stays may be required.
• Overnight travel to attend firm wide trainings and events may be required.

Responsabilités

• Proactively manage the tax planning process with the client and advisory team to optimize wealth management goals.
• Manage and review tax returns of high net worth individuals or trusts including federal, foreign, state and local returns, estimated payments and extensions, and federal and state audits.
• Involvement in estate planning and wealth transfer projects.
• Determine appropriate tax objectives, scope and methodology and participate in decision making with client's management.
• Identify tax solutions and opportunities for clients including federal or state credits or items from tax law changes.
• Leverage technology (e.g. CCH Axcess) to maximize technical application to projects.
• Serve as the primary engagement manager with economic responsibilities for billing and collections.
• Supervise and develop a team on each engagement in client engagement management and tax knowledge.
• Work directly with Managers, Senior Managers, Partners, and Accounting Managers externally.

Formation

Bachelor’s Degree in Accounting

Description du poste

Plante Moran is seeking a seasoned tax professional with 5+ years in public accounting to lead tax planning and compliance for high-net-worth individuals and entities. You will review complex tax returns, engage in estate planning, and drive client solutions with our advisory teams.

The role involves collaboration with senior leadership, opportunities for travel across the region, and involvement in a broad range of wealth-management projects. CPA or Bar license required.