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Senior Trust Tax Lead: Compliance, Planning & Team

Job in Southfield, Oakland County, Michigan, 48076, USA
Listing for: Plante & Moran, PLLC
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Compliance, Tax Manager
  • Accounting
    Accounting & Finance, Financial Compliance, Tax Manager
Salary/Wage Range or Industry Benchmark: 98000 - 168000 USD Yearly USD 98000.00 168000.00 YEAR
Job Description & How to Apply Below
Position: Senior Trust Tax Lead: Compliance, Planning & Team Growth

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

This role is for the Senior Trust Tax Lead:
Compliance, Planning & Team Growth role at Plante & Moran, PLLC.

We invite applications for the Senior Trust Tax Lead:
Compliance, Planning & Team Growth position located in Southfield, MI, United States.

The following role is for a Senior Trust Tax Lead:
Compliance, Planning & Team Growth with Plante & Moran, PLLC.

Position Requirements
10+ Years work experience
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