Trust Tax Manager

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

Job summary

Plante Moran Trust (PMT) seeks a skilled Trust Tax Manager to oversee advanced trust tax operations, including 1041 compliance, trust distributions, funding, and tax planning. You will manage PMT tax requirements, including RMDs and 1099 reporting, ensuring IRS compliance, lead and train staff and interns, and maintain accountability for timely client deliverables and deadlines.

The role requires a CPA, a Bachelor's in accounting or finance, 5+ years of trust tax experience, and flexibility to

Qualifications

• Bachelor's degree in accounting or finance; CPA required.
• 5+ years of specialized trust tax expertise, including complex compliance and reporting requirements.
• Ability to manage high-complexity tax and trust tasks with accuracy and efficiency.
• Flexible to work across PMT and broader firm needs, including collaboration with wealth management tax/trust teams and estate tax reviews.
• Capacity to manage peak workloads during tax season, with potential involvement in off-season engagements and ongoing PMT data/transaction administration with external vendors and special projects.
• This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Responsibilities

• Serve as the primary resource overseeing advanced trust tax operations for PMT tax work, including 1041 compliance, review of trust distributions and funding, and tax planning.
• Manage and implement PMT tax requirements, including RMDs and 1099 reporting, to ensure full compliance with IRS regulations.
• Lead and develop team members, including supervising and training staff and interns assigned to engagements.
• Maintain accountability for all assigned projects, demonstrating ownership of progress and ensuring timely client deliverables and adherence to statutory filing deadlines.
• Engage actively with the Plante Moran Trust team through participation in team meetings, committees, and training initiatives for the trust team.
• Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.

Skills

Trust tax expertise

Team leadership

Attention to detail

IRS/regulatory compliance

Project ownership

Education

Bachelor's degree in accounting or finance

CPA required

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:

• Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust (PMT) tax work, including 1041 compliance, review of trust distributions and funding, and tax planning.
• Manage and implement PMT tax requirements, including RMDs and 1099 reporting, to ensure full compliance with IRS regulations.
• Lead and develop team members, including supervising and training staff and interns assigned to engagements.
• Maintain accountability for all assigned projects, demonstrating ownership of progress and ensuring timely client deliverables and adherence to statutory filing deadlines.
• Engage actively with the Plante Moran Trust team through participation in team meetings, committees, and training initiatives for the trust team.
• Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard.

The qualifications.

• Bachelor's degree in accounting or finance CPA required.
• 5+ years of specialized trust tax expertise, including complex compliance and reporting requirements.
• Ability to manage high-complexity tax and trust tasks with accuracy and efficiency.
• Flexible to work across PMT and broader firm needs, including collaboration with wealth management tax/trust teams and estate tax reviews.
• Capacity to manage peak workloads during tax season, with potential involvement in off-season engagements and ongoing PMT data/transaction administration with external vendors and special projects.
• 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.

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

• Health, dental, vision, disability, and life insurance.
• 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.
• Contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location.

Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

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.

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

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.