Plante Moran

Tax Senior Manager High Net Worth

Plante Moran(2 months ago)

HybridFull TimeSenior$135,000 - $185,000Wealth Management
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About this role

A senior leadership position in Plante Moran’s Wealth Management practice focused on advising high-net-worth individuals and families on tax and estate matters. The role is part of the firm's tax and wealth management group and contributes to regional client service delivery and firm leadership.

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Required Skills

  • Tax Compliance
  • Estate Planning
  • Client Management
  • Tax Research
  • Leadership
  • Fiduciary Knowledge
  • Trusts
  • Team Supervision
  • Accounting

Qualifications

  • BS in Accounting or Finance
  • CPA
  • Bar License
Plante Moran

About Plante Moran

plantemoran.com

Plante Moran is one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services

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