Tax Senior Manager High Net Worth

Plante Moran; Wakefield (MA); On-site; USD 135,000 - 185,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Flexible Time Off

401(k) plan

Discretionary bonus plan

Job summary

Plante-Moran, located in Wakefield, MA, is seeking an experienced wealth management professional with a strong tax compliance background. The candidate will manage client relationships and advisory teams, ensure accuracy of tax returns, and engage in estate planning. Required qualifications include a Bachelor's in accounting or finance and CPA or Bar License, along with over 10 years of experience. A robust benefits package and competitive salary range of $135,000-$185,000 is offered.

Qualifications

• Minimum 10+ years of tax compliance experience, preferably in public accounting.
• Strong knowledge of high net worth individuals and respective tax complexities.
• Demonstrated leadership skills and client management experience.

Responsibilities

• Manage client and advisory team to optimize wealth management goals.
• Review and sign tax returns ensuring accuracy and identification of opportunities.
• Involve in estate planning and wealth transfer projects.
• Supervise and train assigned staff and interns on engagements.
• Ensure project deadlines for client delivery and filings are met.

Skills

Tax compliance experience

Fiduciary and estate tax planning

Leadership skills

Client relationship management

Education

Bachelor's degree in accounting or finance

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

Your work will include, but not be limited to:

• Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family, including planning, scheduling, projections, and billing
• Review and sign tax returns for individual or trust tax clients for accuracy and identification of tax saving opportunities and tax exposures, including federal, foreign, state and local tax returns, calculating quarterly estimated payments and extensions, responses to tax notices, research, and drafting client memorandums
• Involvement in estate planning and wealth transfer projects
• Supervising and training staff and interns assigned to these engagements
• Demonstrate ownership over the status of all assigned projects to ensure all client delivery and statutory filing deadlines are met

Qualifications

• Bachelor's degree in accounting or finance; CPA or Bar License required
• 10+ years of recent tax compliance experience is required; experience in public accounting is preferred
• 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
• Demonstrated leadership skills within an organization
• Experience with routine accounting assistance is preferred but not required
• Client travel throughout the region, with some overnight stays may be required
• Opportunities for overnight travel to attend firm‑wide trainings and events
• Flexible scheduling around peak times of the year, with potential to consider reduced working hour arrangements and remote work for some hours

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

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 predetermined 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.

The compensation range for this role in CO, IL, OH, and MA is: $135,000‑$185,000.

Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug‑free workplace.