Senior Trust Tax Manager - 1041 & Planning

Plante Moran; Chicago (IL); On-site; USD 98,000 - 168,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible time off

Job summary

Plante Moran seeks an experienced professional to oversee advanced trust tax operations within the PMT practice. You will lead the team, ensure accurate RMDs and 1099 reporting, and drive tax planning while meeting strict IRS and client deadlines.

You will collaborate with wealth management tax and trust teams, mentor staff and interns, and leverage technology to elevate project outcomes and efficiency.

Qualifications

• Bachelor's degree in accounting or finance required.
• CPA designation required.
• 5+ years of specialized trust tax expertise.
• Ability to handle high-complexity tax and trust tasks accurately.
• Flexible to work across PMT and firm needs including collaboration with wealth management teams.
• Capable of managing peak workloads during tax season and off-season engagements.

Responsibilities

• Oversee advanced trust tax operations for PMT tax work, including 1041 compliance and funding reviews.
• Lead and develop team members, supervising staff and interns on engagements.
• Manage RMDs and 1099 reporting to ensure IRS compliance.
• Ensure timely client deliverables and adherence to statutory deadlines.
• Engage with PMT Trust team through meetings, committees, and training.
• Leverage technology to maximize project efficiency and set quality standards.

Skills

Trust tax

Tax compliance

Leadership

Mentoring

Communication

Education

Bachelor's degree in accounting or finance

CPA

Job description

Plante Moran seeks an experienced professional to oversee advanced trust tax operations within the PMT practice. You will lead the team, ensure accurate RMDs and 1099 reporting, and drive tax planning while meeting strict IRS and client deadlines.

You will collaborate with wealth management tax and trust teams, mentor staff and interns, and leverage technology to elevate project outcomes and efficiency.