Tax Manager or Tax Sr. Manager- Investment Funds

Plante Moran; Cincinnati (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player seeks a Tax Manager or Senior Manager to lead tax engagements for investment funds. This role emphasizes client relationship building and technical expertise in tax solutions. You will leverage technology and your public accounting experience to enhance service delivery and contribute to the firm's growth. Join a supportive culture recognized as one of the best workplaces, where your contributions will be valued and your career can thrive. If you are passionate about making a difference in the tax landscape, this is the opportunity for you.

Qualifications

• 5+ years in public accounting with a focus on tax.
• Experience managing client engagements and developing associates.

Responsibilities

• Review tax returns and assist with audits for investment fund clients.
• Define tax objectives and identify solutions for clients.

Skills

Public Accounting

Tax Return Review

Client Management

Technical Tax Solutions

Networking

Education

Bachelor's Degree in Accounting

CPA or Bar License

Tools

GoSystem

Job description

Tax Manager or Tax Sr. Manager - Investment Funds

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Experienced Hires

Make your mark. Go beyond the numbers, develop rapport with clients, and make a difference. Whether you want to specialize or gain exposure across many service lines, at Plante Moran, you’ll be encouraged to explore diverse opportunities to find your focus and thrive in your career.

Plante Moran employs a “Workplace for Your Day” model, emphasizing flexibility and balance while maintaining a primarily in-person work environment. We believe face-to-face interactions are vital for development but also support working with your team to determine your optimal daily work setting.

Your role:

Your work will include, but not be limited to :

1. Technical Responsibilities
2. Review partnership tax returns, including federal, foreign, state, and local returns, estimated payments, extensions, and assist with federal and state tax audits; potential work with corporate or individual clients
3. Participate actively in investment fund clients (private equity, venture capital, real estate, fund of funds, SBIC, etc.), primarily focused on partnership entities and tiered structures
4. Define tax objectives, scope, and methodology; participate in decision-making with client management to understand broader impacts and solutions
5. Identify tax solutions and opportunities for clients, including credits and benefits from tax law changes
6. Leverage technology (such as GoSystem) and resources to maximize technical application and maintain standards within the team
7. Serve as the primary engagement manager, responsible for billing, realization, and collections
8. Relationship Building and Staff Development
9. Engage in internal and external networking, including client meetings and industry events
10. Contribute to business growth through proposals and sales calls
11. Supervise and develop 1-2 associates per engagement, focusing on client management and technical skills
12. Work directly with Managers, Senior Managers, and Partners internally, and with clients’ accounting and executive teams externally
13. Firm Contributions
14. Participate in annual CORE training for skill development
15. Engage in non-billable initiatives like recruiting, training, mentoring, and thought leadership

The qualifications:

1. 5+ years in public accounting
2. Bachelor’s degree in Accounting
3. CPA or Bar License required
4. Willingness to relocate or reside near Chicago, Denver, Ann Arbor, or Cincinnati; regional client travel and occasional overnight training and events
5. Position may be filled as Manager or Senior Manager based on experience

At Plante Moran, we’re more than a large audit, tax, consulting, and wealth management firm. We’re committed to a supportive culture, recognized as one of Fortune’s “100 Best Companies to Work For.” We value diversity, equity, and inclusion, providing fair opportunities for all staff to succeed in an inclusive environment. What are you waiting for?