Senior Trust Tax Manager

Financeroles; Southfield (MI); On-site; USD 98,000 - 168,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Pension plan

Discretionary bonus

Job summary

Plante Moran is seeking a seasoned Trust Tax professional to lead advanced tax work for PMT, including 1041 compliance and distributions. You will manage RMDs, 1099 reporting, and ensure IRS compliance while guiding a team of staff and interns.

This exempt role requires flexibility during peak tax season and collaboration with wealth management tax/trust teams. You will drive quality, deadlines, and seamless client service across engagements.

Qualifications

• 5+ years of specialized trust tax experience.
• Ability to handle high-complexity trust tasks with accuracy.
• Flexible to work across PMT and broader firm needs including collaboration with wealth management teams.
• Capable of managing peak workloads during tax season and coordinating with external vendors.

Responsibilities

• Oversee advanced trust tax operations for PMT, including 1041 compliance and trust distributions.
• Manage PMT tax requirements, including RMDs and 1099 reporting, ensuring IRS compliance.
• Lead and develop team members, supervising staff and interns assigned to engagements.
• Maintain accountability for projects, ownership of progress, and timely client deliverables.
• Engage with the PMT Trust team in meetings, committees, and training initiatives.
• Leverage technology to maximize project efficiency and set standards for the engagement team.

Skills

Trust tax expertise

High-complexity tax tasks

Team collaboration

Tax season workload management

Education

Bachelor's degree in accounting or finance

CPA required

Job description

Plante Moran is seeking a seasoned Trust Tax professional to lead advanced tax work for PMT, including 1041 compliance and distributions. You will manage RMDs, 1099 reporting, and ensure IRS compliance while guiding a team of staff and interns.

This exempt role requires flexibility during peak tax season and collaboration with wealth management tax/trust teams. You will drive quality, deadlines, and seamless client service across engagements.