Tax Manager - Private Client Services

Plante Moran; Wakefield (MA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Flexible Time Off

Health, dental, and vision insurance

401(k) plan

Discretionary bonus plan

Job summary

Plante-Moran in Wakefield, MA is seeking a seasoned tax professional to manage client engagements and supervise associates. This role requires extensive experience in public accounting and offers opportunities for client interaction and professional growth.

The ideal candidate will hold a Bachelor's Degree in Accounting and a CPA or Bar License. With a comprehensive benefits package and a compensation range of $100,000 to $145,000, Plante-Moran offers a supportive work environment that fosters both personal and professional development.

Qualifications

• 5+ years experience in public accounting.
• Successful completion of a Bachelor’s Degree in Accounting.
• CPA or Bar License required.

Responsibilities

• Review returns for various tax clients, including federal and state.
• Identify tax solutions and leverage technology effectively.
• Supervise and develop a team of 1-2 associates.

Skills

Public accounting experience

Client relationship management

Tax law knowledge

Leadership

Education

Bachelor’s Degree in Accounting

CPA or Bar License

Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won’t be limited at Plante Moran. We’ll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career.

Your role.

Technical Responsibilities:

• Review returns for partnership, corporate, and individual tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and assisting with Federal and State tax audits
• Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions
• Identify tax solutions and opportunities for clients including federal or state credits or items generated from tax law changes
• Effectively leverage available technology (i.e. CCH Axcess) and other resources to maximize technical application to project, and holds the engagement team to the same standard
• Serve as the primary engagement manager with economic responsibilities for billing, realization and collections

Relationship Building and Staff Development:

• Participate in internal and external networking events, including client meetings, industry events, etc.
• Contribute to business expansion efforts, including proposal development and sales calls
• Supervise and develop a team of 1-2 associates on each engagement in the areas of client engagement management and applied technical tax knowledge
• Immediate opportunity to work directly with Managers, Senior Managers, and Partners internally, and Accounting Managers, Controllers, and C-Suite individuals externally

Firm Contributions:

• Participate in annual CORE training program which focuses on development of core competencies to facilitate your growth at the firm
• Opportunities to be involved in various non-billable initiatives, including on and off-campus recruiting, internal training facilitation, buddy system/mentoring program, development of thought leadership content, etc.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

The qualifications.

• 5+ years experience in public accounting
• Successful completion of a Bachelor’s Degree in Accounting
• CPA or Bar License required
• Client travel throughout the region, with some overnight stays may be required.
• Additionally, there are opportunities for overnight travel to attend firm wide trainings and events

Benefits

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

EEO Statement

Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Compensation

The compensation range for this role in CO, IL, OH, and MA is: $100,000-$145,000