Tax Manager - Wealth Management

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

Benefits offered by this job

Health insurance

401(k) plan

Flexible time off

Discretionary bonus

Job summary

Plante Moran is seeking a seasoned tax professional to lead complex planning for high-net-worth clients and family offices in the Illinois region. You will manage engagements across partnerships, trusts, and estates while collaborating with advisory teams to optimize tax outcomes.

The role emphasizes leadership, client development, and strategic tax planning with opportunities for collaboration across offices and senior leadership.

Qualifications

• 5+ years experience in public accounting.
• Bachelor’s Degree in Accounting CPA or Bar License.
• Experience with high net worth individuals, S‑corporations, C‑corporations, partnerships, LLCs, trusts, and private foundations.

Responsibilities

• Manage the tax planning process with the client and advisory team to optimize wealth management goals.
• Review tax returns for high-net-worth and family office clients, including federal, foreign, state, and local filings.
• Lead engagement management with billing, realization and collections responsibilities.
• Involvement in estate planning and wealth transfer projects.
• Identify tax solutions and opportunities for clients, including credits or changes in tax law.

Education

Bachelor’s Degree in Accounting CPA or Bar License

Tools

CCH Axcess

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. Your role. Your work will include, but not be limited to:

Technical Responsibilities

• Manage the tax planning process with the client and advisory team to optimize the wealth management goals of the client/family.
• Manage and review tax returns for high-net-worth and family office clients, including federal, foreign, state, and local tax returns, estimated payments and extensions, and federal and state tax audits.
• The primary focus will be on complex investment partnerships and related family trusts and individuals.
• Involvement in estate planning and wealth transfer projects.
• 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 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.

The qualifications

• 5+ years experience in public accounting
• Successful completion of a Bachelor’s Degree in Accounting CPA or Bar License required
• Experience with high net worth individuals, S‑corporations, C‑corporations, partnerships, LLCs, trusts, and private foundations is required with the emphasis on high net worth individuals.
• Sophisticated knowledge of fiduciary and estate tax planning and compliance.
• 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
• This is an exempt position, so you may have to work hours that exceed the standard 40‑hour work week.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk‑free firm (hey, nobody ‘s perfect) with a world‑class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in‑person model. We believe that face‑to‑face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug‑free workplace. Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package.

Benefits

• 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.

Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week.

The compensation range for this role in CO, IL, OH, and MA is: $97,500 - $168,000 #LI-CB1

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.

This application window is a good‑faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.