Tax Manager or Senior Manager - Exempt Organizations

Responsibilities

• Review returns for partnership, corporate, and individual tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and assist with Federal and State tax audits.
• Strong knowledge of exempt organizations.
• Determine appropriate tax objectives, scope and methodology, and actively participate in decision‑making with client 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 (e.g., CCH Axcess) and other resources to maximize technical application to the project, and 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, including client meetings and industry events, and contribute to business expansion efforts, including 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.
• Work directly with Managers, Senior Managers, and Partners internally, and Accounting Managers, Controllers and C‑Suite individuals externally.
• Participate in annual CORE training and various non‑billable initiatives such as recruiting, internal training facilitation, the buddy system/mentoring program, and development of thought‑leadership content.

• 5+ years experience in public accounting.
• Successful completion of a Bachelor’s Degree in Accounting and a CPA or Bar License.
• Qualified individuals must reside in or near the Wakefield/Boston area or be willing to relocate.
• Client travel throughout the region, with some overnight stays, may be required; opportunities for overnight travel to attend firm‑wide trainings and events also exist.
• This is an exempt position; employees may need to work hours that exceed a 40‑hour work week.

Salary range: $100,000–$202,000, depending on geographic location, experience, and other factors.

Benefits include health, dental, vision, disability and life insurance; flexible time off and holidays; a 401(k) plan; business‑related travel expense, lodging and meal reimbursement; and a discretionary bonus plan for eligible staff. A pension plan is also available for eligible administrative and paraprofessional staff.

Plante Moran is an Equal Opportunity Employer and maintains a drug‑free workplace. Candidates must be legally authorized to work in the United States without sponsorship, with exceptions for qualified candidates who are bilingual in either Japanese and English or Chinese and English.

Under Colorado’s Job Application Fairness Act, applicants may redact from any submitted documents information that identifies their age, date of birth, or dates of attendance at or graduation from an educational institution.