Tax Senior Manager High Net Worth

Plante & Moran, PLLC

Wakefield, United States
Base: $135,000-$185,000; bonus/equity: discretiona...
On-site
Client and advisory team management
Tax return review and signing
Estate planning and wealth transfer
Plante & Moran, PLLC is seeking a Tax Senior Manager specializing in high net worth individuals to join their team in Wakefield, United States. The ideal candidate will have over ten years of tax compliance experience, a CPA or Bar License, and a strong background in fiduciary and estate tax planning

Job Summary

  • Manage all aspects of the client and advisory team to optimize the wealth management goals of the client/family, including planning, scheduling, projections, and billing.
  • Review and sign tax returns for individual or trust tax clients for accuracy and identification of tax saving opportunities and tax exposures, including federal, foreign, state and local tax returns.
  • Demonstrate ownership over the status of all assigned projects to ensure all client delivery and statutory filing deadlines are met.

Matching Summary

Match Score: 85

Plante & Moran, PLLC is seeking a Tax Senior Manager specializing in high net worth individuals to join their team in Wakefield, United States. The ideal candidate will have over ten years of tax compliance experience, a CPA or Bar License, and a strong background in fiduciary and estate tax planning.

Salary

Base: $135,000-$185,000; Bonus/Equity: Discretionary bonus plan available; Benefits: Health, dental, vision, disability, life insurance, 401(k), flexible benefits plans

Skills & Requirements

Must-have

  • Client and advisory team management
  • Tax return review and signing
  • Estate planning and wealth transfer
  • Supervising and training staff
  • Meeting client delivery deadlines

Nice-to-have

  • Client travel throughout the region
  • Flexible scheduling options
  • World-class culture
  • Jerk-free firm environment

Key Requirements

  • Bachelor's degree in accounting or finance
  • CPA or Bar License required
  • 10+ years of recent tax compliance experience
  • Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, trusts, and private foundations
  • Sophisticated knowledge of fiduciary and estate tax planning and compliance

Work Rights

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

Tailored Resume

Cover Letter