The role involves managing all aspects of the client and advisory team to optimize wealth management goals for high net worth families
Job Summary
The role involves managing all aspects of the client and advisory team to optimize wealth management goals for high net worth families.
Candidates must review and sign federal, foreign, state, and local tax returns while identifying tax saving opportunities and exposures.
Plante Moran offers a robust benefits package including health insurance, flexible time off, and a discretionary bonus plan.
Matching Summary
The role involves managing all aspects of the client and advisory team to optimize wealth management goals for high net worth families.
Salary
Base: $135,000-$185,000; Bonus/Equity: Discretionary bonus plan available; Benefits: Health, dental, vision, disability, life insurance, 401(k), Flexible Time Off
Skills & Requirements
Must-have
High net worth individual tax compliance
Fiduciary and estate tax planning expertise
Supervising and training staff members
Reviewing and signing tax returns
Managing client advisory teams
Nice-to-have
Experience with routine accounting assistance
Flexible scheduling around peak times
Remote work opportunities available
Diverse thinking and inclusive environment
Key Requirements
Bachelor's degree in accounting or finance
CPA or Bar License required
10+ years recent tax compliance experience
Public accounting experience preferred
Legal authorization to work in US without sponsorship
Work Rights
Must be legally authorized to work in the United States without sponsorship