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Senior Trust Tax Lead: Compliance, Planning & Team

Listing for: Plante & Moran, PLLC
Full Time position Listed on 2026-11-13
Job specializations:
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

The Senior Trust Tax Lead:
Compliance, Planning & Team Growth position in the Finance field is open for applications.

We are seeking a motivated Senior Trust Tax Lead:
Compliance, Planning & Team Growth to join Plante & Moran, PLLC in Southfield, MI, United States.

Consider building your career as a Senior Trust Tax Lead:
Compliance, Planning & Team Growth at Plante & Moran, PLLC.

Position Requirements

10+ Years work experience
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