Tax Manager- High Net Worth

Join Us At Plante Moran

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won't be limited at Plante Moran. We'll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career.

Your work will include, but not be limited to:

• Proactively 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 of high net worth individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits.
• 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 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, 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.

• 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.

• 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.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. Employees also benefit from Flexible Time Off, several predetermined holidays, a 401(k) plan, flexible benefits plans, and travel expense reimbursement. A pension plan is available for eligible administrative and paraprofessional staff.

A discretionary bonus plan is available for eligible staff.

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug‑free workplace. Under Colorado's Job Application Fairness Act, you have the right to redact information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution when submitting documents.