Trust Tax Manager

Your role. Your work will include, but not be limited to: 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. Manage and implement PMT tax requirements, including RMDs and 1099 reporting, to ensure full compliance with IRS regulations. 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. Engage actively with the Plante Moran Trust team through participation in team meetings, committees, and training initiatives for the trust team. Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard The qualifications. Bachelor's degree in accounting or finance CPA required 8–10 years of specialized trust tax expertise, including complex compliance and reporting requirements. Ability to manage high-complexity tax and trust tasks with accuracy and efficiency. Flexible to work across PMT and broader firm needs, including collaboration with wealth management tax/trust teams and estate tax reviews. Demonstrated leadership skills with experience supervising and mentoring team members. Capacity to manage peak workloads during tax season, with potential involvement in off-season engagements and ongoing PMT data/transaction administration with external vendors and special projects. Position will be filled at Manager or Senior Manager level This is an exempt position, so you may have to work hours that exceed the standard 40‑hour work week. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre‑determined holidays, as well as a 401(k) plan, flexible benefits plans, business‑related travel expense, lodging, and meal reimbursement for business‑related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market‑based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry‑level talent. The compensation range for this role in CO, IL, OH, and MA is: $100,000.00 - $202,000.00 Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug‑free workplace. #J-18808-Ljbffr Plante-Moran