Tax Manager or Tax Sr. Manager- Investment Funds

Plante Moran
Cincinnati, OH Full Time
POSTED ON 8/25/2024 CLOSED ON 10/29/2024

What are the responsibilities and job description for the Tax Manager or Tax Sr. Manager- Investment Funds position at Plante Moran?

  • Location: United States, Illinois, Chicago
  • Location: United States, Colorado, Denver
  • Location: United States, Ohio, Cincinnati
  • Location: United States, Michigan, Ann Arbor

Make your mark. Go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won’t be limited at Plante Moran. We’ll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.  

Your role.

Your work will include, but not be limited to:

  • Technical Responsibilities
    • Review returns for partnerships including federal, foreign, state and local tax returns, estimated payments and extensions, and assisting with Federal and State Tax audits; with potential corporate or individual tax clients
    • Actively participate in investment fund clients (private equity, venture capital, real estate, fund of funds, SBIC, etc.) that is mainly focused around partnership entities and tiered structures
    • Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions
    • Identify tax solutions and opportunities for clients including federal or state credits or items generated from tax law changes
    • Effectively leverage available technology ( i.e. CCH Axcess and/or GoSystem) and other resources to maximize technical application to project, and holds the engagement team to the same standard
    • Serve as the primary engagement manager with economic responsibilities for billing, realization and collections
  • Relationship Building and Staff Development
    • Participate in internal and external networking events, including client meetings, industry events, etc.
    • Contribute to business expansion efforts, including proposal development and sales calls
    • Supervise and develop a team of 1-2 associates on each engagement in the areas of client engagement management and applied technical tax knowledge
    • Immediate opportunity to work directly with Managers, Senior Managers, and Partners internally, and Accounting Managers, Controllers, and C-Suite individuals externally
  • Firm Contributions
    • Participate in annual CORE training program which focuses on development of core competencies to facilitate your growth at the firm
    • Opportunities to be involved in various non-billable initiatives, including on and off-campus recruiting, internal training facilitation, buddy system/mentoring program, development of thought leadership content, etc.
The Qualifications.

  • 5 years experience in public accounting
  • Successful completion of a Bachelor’s degree in Accounting
  • CPA or Bar License required
  • Qualified individuals must either reside in or near the Chicago, Denver, Ann Arbor, or Cincinnati or be willing to relocate to the area for this opportunity. Client travel throughout the region, with some overnight stays may be required. Additionally, there are opportunities for overnight travel to attend firm wide trainings and events
  • Position may be filled as a Manager or Senior Manager based on applicable experience

Our difference.

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

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.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

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