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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. So, what are you waiting for? Apply now.
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…