Plante Moran
This role serves as the primary resource for advanced trust tax operations, overseeing 1041 compliance, trust distributions, and tax planning for Plante Moran Trust. The position involves managing tax requirements such as RMDs and 1099 reporting while leading and developing team members to ensure timely client deliverables and regulatory compliance. The role requires collaboration with the trust team and leveraging technology to maximize technical application across engagements.
Headquarters
Southfield, Michigan, United States
Company Size
1001-5000 employees
Founded
1924
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
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Plante Moran.
Right around the average for this role
Plante Moran in Southfield Acquires Boston Accounting Firm
Jun 9, 2025