Senior Trust Tax Lead: Compliance, Planning & Team Growth

Plante & Moran, PLLC; Southfield (MI); On-site; USD 98,000 - 168,000; Full time

Job summary

Plante Moran Trust (PMT) seeks a skilled Trust Tax Manager to oversee advanced trust tax operations, including 1041 compliance, trust distributions, funding, and tax planning. You will manage PMT tax requirements, including RMDs and 1099 reporting, ensuring IRS compliance, lead and train staff and interns, and maintain accountability for timely client deliverables and deadlines.

The role requires a CPA, a Bachelor's in accounting or finance, 5+ years of trust tax experience, and flexibility to

Qualifications

• Bachelor's degree in accounting or finance; CPA required.
• 5+ years of specialized trust tax expertise, including complex compliance and reporting requirements.
• Ability to manage high-complexity tax and trust tasks with accuracy and efficiency.
• Flexible to work across PMT and broader firm needs, including collaboration with wealth management tax/trust teams and estate tax reviews.
• Capacity to manage peak workloads during tax season, with potential involvement in off-season engagements and ongoing PMT data/transaction administration with external vendors and special projects.
• This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Responsibilities

• Serve as the primary resource overseeing advanced trust tax operations for PMT tax work, including 1041 compliance, review of trust distributions and funding, and tax planning.
• Manage and implement PMT tax requirements, including RMDs and 1099 reporting, to ensure full compliance with IRS regulations.
• Lead and develop team members, including supervising and training staff and interns assigned to engagements.
• Maintain accountability for all assigned projects, demonstrating ownership of progress and ensuring timely client deliverables and adherence to statutory filing deadlines.
• Engage actively with the Plante Moran Trust team through participation in team meetings, committees, and training initiatives for the trust team.
• Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.

Skills

Trust tax expertise

Team leadership

Attention to detail

IRS/regulatory compliance

Project ownership

Education

Bachelor's degree in accounting or finance

CPA required

Job description

Plante Moran Trust (PMT) seeks a skilled Trust Tax Manager to oversee advanced trust tax operations, including 1041 compliance, trust distributions, funding, and tax planning. You will manage PMT tax requirements, including RMDs and 1099 reporting, ensuring IRS compliance, lead and train staff and interns, and maintain accountability for timely client deliverables and deadlines.

The role requires a CPA, a Bachelor's in accounting or finance, 5+ years of trust tax experience, and flexibility to