Tax Manager - Private Clients

Responsibilities

• Review returns for partnership, corporate, and individual tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions.
• Assist with federal and state tax audits.
• Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client management.
• Identify tax solutions and opportunities for clients, including federal or state credits or items resulting from tax law changes.
• Leverage available technology (e.g., CCH Axcess) and other resources to maximize technical application to the project; hold the engagement team to the same standard.
• Serve as the primary engagement manager with economic responsibilities for billing, realization and collections.
• Participate in internal and external networking events, client meetings, industry events and business expansion activities such as proposal development and sales calls.
• Supervise and develop a team of 1–2 associates on each engagement in client engagement management and applied technical tax knowledge.
• Participate in the annual CORE training program and various non‑billable initiatives, including recruiting, internal training facilitation, mentoring and thought‑leadership development.

• 5+ years experience in public accounting.
• Successful completion of a Bachelor’s Degree in Accounting.
• CPA or Bar License required.
• Client travel throughout the region, with some overnight stays; additional overnight travel for firm‑wide trainings and events may be required.
• Position is exempt; ability to work hours that exceed the standard 40‑hour work week.

Highlights include health, dental, vision, disability, and life insurance;
Flexible Time Off and various predetermined holidays; 401(k) plan; flexible benefits plans; business‑related travel expense, lodging and meal reimbursement; a pension plan for eligible administrative and paraprofessional staff; and a discretionary bonus plan for eligible staff.

Plante Moran is an Equal Opportunity Employer and maintains a drug‑free workplace. Applicants must be legally authorized to work in the United States without sponsorship, except for qualified bilingual candidates.