Tax Manager or Tax Sr. Manager- Investment Funds

at Plante & Moran, PLLC in ChicagoChicago, Illinois, United States

Job Description

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.

What does diversity, equity, and inclusion mean to Plante Moran? It means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.
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 critical for individual and team development in this role.

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
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 (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.
We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine's "100 Best Companies to Work For." At Plante Moran, we live by the Golden Rule, fostering a relatively "jerk-free" culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

Apply now. Make your mark.

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... For full info follow application link.

Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.

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Job Posting: 11703720

Posted On: Feb 24, 2024

Updated On: Mar 25, 2024

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