Trust Tax Manager

Plante & Moran, PLLC

Base: $100,000.00 - $202,000.00; bonus/equity: dis...
Hybrid
Advanced trust tax operations management
1041 compliance and reporting expertise
Trust distribution and funding review
The role serves as the primary resource for advanced trust tax operations including 1041 compliance and complex tax planning

Job Summary

  • The role serves as the primary resource for advanced trust tax operations including 1041 compliance and complex tax planning.
  • Candidates will lead and develop team members while ensuring timely client deliverables and adherence to statutory filing deadlines.
  • Plante Moran offers a robust benefits package including health insurance, flexible time off, and a discretionary bonus plan.

Matching Summary

The role serves as the primary resource for advanced trust tax operations including 1041 compliance and complex tax planning.

Salary

Base: $100,000.00 - $202,000.00; Bonus/Equity: Discretionary bonus plan available; Benefits: Health, dental, vision, disability, life insurance, 401(k), Flexible Time Off

Skills & Requirements

Must-have

  • Advanced trust tax operations management
  • 1041 compliance and reporting expertise
  • Trust distribution and funding review
  • RMD and 1099 reporting implementation
  • IRS regulation adherence
  • Team supervision and staff training

Nice-to-have

  • Collaboration with wealth management teams
  • Estate tax review experience
  • Flexible work across firm needs
  • Off-season engagement involvement
  • External vendor data administration

Key Requirements

  • Bachelor's degree in accounting or finance
  • CPA certification required
  • 8–10 years of specialized trust tax expertise
  • Demonstrated leadership and mentoring skills
  • Legal authorization to work in the US without sponsorship

Work Rights

Must be legally authorized to work in the United States without sponsorship

Tailored Resume

Cover Letter