Wealth Tax Manager for High-Net-Worth Families

Plante Moran; Grand Rapids (MI); On-site; USD 98,000 - 168,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Paid holidays

Discretionary bonus

Job summary

Plante Moran in Michigan is seeking a Tax Manager to lead planning and review for high-net-worth clients, estates, partnerships, and trusts. You’ll manage engagements, maintain client relationships, and drive compliance across federal, state, and local taxes.

The role involves traveling regionally, supervising associates, and collaborating with senior leadership to deliver tax solutions. A CPA or Bar license is required.

Qualifications

• 5+ years experience in public accounting.
• 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 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, opportunities for overnight travel to trainings and events.

Responsibilities

• Manage the tax planning process with the client and advisory team to optimize wealth management goals.
• Manage and review tax returns for high-net-worth and family office clients across federal, foreign, state and local taxes.
• Involvement in estate planning and wealth transfer projects.
• Determine appropriate tax objectives and participate in decision making with client management.
• Identify tax solutions and opportunities from tax law changes.
• Leverage technology (CCH Axcess) to maximize technical application to projects.
• Serve as the primary engagement manager with billing, realization and collections.
• Participate in internal and external networking events, including client meetings and industry events.
• Contribute to business expansion through proposals and sales calls.
• Supervise and develop a team of associates on each engagement.
• Work with Managers, Senior Managers, Partners and external executives.

Skills

Tax planning

Tax returns

Estate planning

Client engagement

Billing & realization

Education

Bachelor’s Degree in Accounting

CPA or Bar License

Tools

CCH Axcess

Job description

Plante Moran in Michigan is seeking a Tax Manager to lead planning and review for high-net-worth clients, estates, partnerships, and trusts. You’ll manage engagements, maintain client relationships, and drive compliance across federal, state, and local taxes.

The role involves traveling regionally, supervising associates, and collaborating with senior leadership to deliver tax solutions. A CPA or Bar license is required.