Trust Tax Manager

Plante & Moran, PLLC

CO, IL, OH, and MA
Base: $100,000.00 - $202,000.00; bonus/equity: dis...
Hybrid
Advanced trust tax operations
1041 compliance and review
Trust distributions and funding
Plante & Moran, PLLC is seeking a Trust Tax Manager to oversee advanced trust tax operations while managing a team and ensuring compliance with IRS regulations. The ideal candidate should have significant experience in trust tax, leadership skills, and a CPA certification. The firm promotes a supportive culture and offers competitive benefits

Job Summary

  • Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust (PMT) tax work, including 1041 compliance, review of trust distributions and funding, and tax planning.
  • Lead and develop team members, including supervising and training staff and interns assigned to engagements.
  • Maintain accountability for all assigned projects, demonstrating ownership of progress and ensuring timely client deliverables and adherence to statutory filing deadlines.

Matching Summary

Match Score: 85

Plante & Moran, PLLC is seeking a Trust Tax Manager to oversee advanced trust tax operations while managing a team and ensuring compliance with IRS regulations. The ideal candidate should have significant experience in trust tax, leadership skills, and a CPA certification. The firm promotes a supportive culture and offers competitive benefits.

Salary

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

Skills & Requirements

Must-have

  • Advanced trust tax operations
  • 1041 compliance and review
  • Trust distributions and funding
  • Tax planning for trusts
  • RMDs and 1099 reporting
  • IRS regulations compliance
  • Supervising and training staff
  • Client deliverables and deadlines
  • Leveraging technology for projects

Nice-to-have

  • We-care culture
  • Growth and well-being focus
  • Collaboration with wealth management
  • Estate tax reviews
  • Peak workload management
  • Off-season engagements
  • Data and transaction administration

Key Requirements

  • Bachelor's degree in accounting or finance
  • CPA required
  • 8–10 years of specialized trust tax expertise
  • Manage high-complexity tax and trust tasks
  • Demonstrated leadership skills
  • Capacity to manage peak workloads

Work Rights

Not specified

Tailored Resume

Cover Letter