Job Details

Wealth Management Tax Manager

Company name

Plante & Moran, PLLC

Organization Type


Job Type


Years of Experience

Min 6 yrs required


Grand Rapids, MI

Date Last Verified

Nov 16,2017

Posted on

Aug 31,2017
Practice Area
Tax >> Tax - General
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Wealth Management Tax Manager The candidate work will include: 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 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. Research and consult on various tax matters, utilize tax-related software to prepare tax projects, tax returns, and research tax matters. Proactively interact with key client management to gather information, resolve tax-related issues, and make tax recommendations. CPA or J.D. required. Should have 6+ years of recent tax compliance experience in public accounting or equivalent experience. 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. Must have sophisticated knowledge of fiduciary and estate tax planning and compliance.

Additional info

Tracking Code: 20122904 . Submit resume.

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