Tax Principal

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. 8+ years recent experience in public accounting, specialization with clients in a particular industry is helpful Must be able to remain in a stationary sitting position for at least 50% of the time. Must be able to lift at least 20lbs– specific job duties may require additional lifting to move, transport, position and install equipment Frequently positions self to bend and lift packages. Occasional moving & lifting of equipment; bending, lifting, climbing required to position self to maintain computers during engagements. Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, etc. Person in position frequently communicates with individuals who have inquires. Must be able to exchange information in these situations. Ability to work in a high stress environment. Reliable transportation and valid driver’s license are required including a clean driving record. Minimum levels of auto insurance coverage are required. Ability to travel locally, work overtime and weekends is required. Ability to travel overnight or internationally may be required. Tax Sr. Managers supervise engagements and assume full responsibility for tax compliance and various projects relative to assigned client engagements including preparation and/or review of corporate, partnership, and individual income tax returns; tax research and preparation of client memorandum, and preparation of quarterly federal and state estimated tax payments. Tax Sr. Managers have specific practice development goals to drive revenue and client management responsibilities. TechnicalMake recommendations on return preparation regarding accuracy and tax savings opportunities lead review processPlan income tax items for budgeting and cash flowMonitor the effective tax rate, as well as quarterly and annual SEC financial statement tax related disclosuresKeep abreast of latest developments as they affect GAAP and the Firm’s standards and policiesReview returns for individual, trust, partnership, corporate and foreign tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax auditsResearch and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax mattersRespond to inquiries from the IRS and other tax authoritiesDetermine appropriate tax objectives, scope and methodology and actively participate in decision making with client’s management to understand the broader impact of current decisionsLead and plan tax engagementsManage activities of staff assigned to engagementProvide thorough and effective in review of staff work product while providing constructive feedback and identifying staff developmental needsExamine and analyze accounting records to determine financial status of clients and prepares financial reports concerning operating proceduresHandle of periodic projects (assisting with billing, special analysis requested by Partners, etc)Use technical skills to develop meaningful, management advisory itemsRegularly leverage available technology and other resources to maximize technical application to project Staff DevelopmentDelegates and manages the work of consultants in practice; monitors/maintains morale of engagementConduct performance reviews and contribute to feedback for staff; follow up with staff relative to career development objectives/planIdentifies needs for practice resources and recruits the right staff giving consideration to technical competencies and cultureEnsures appropriate distribution of projects to facilitate staff development while achieving project objectives and economic goalsEnsures integration of individual career development plans with the practice planCoaches others to be effective in developing staffMentors staff in the development of their relationships with clientsIdentifies, attracts and develops staff to provide necessary skills and competencies to serve clientsProviding appropriate and timely performance feedback to those supervisedEffectively conducts staff career planning sessionsProvides balanced feedback to clients and staffContribute to people initiatives, including recruiting, retaining and training other consultants/ professionals Practice DevelopmentEngages in client expansion and cross-serving with meaningful fees sold goal; recognizes importance of lead generationReview and lead proposals and engagement letter developmentSyndicates ideas and services to other practice developersFacilitates the development of practice development skills of othersUnderstands Practice Development as team effort and is able to meaningfully orchestrate opportunitiesSolicits client referrals and converts referrals into Practice Development opportunitiesPresents new services to potential clientsDevelops a personal marketing planProactively defines client relationships that best meet the objectives of both the client and P&MCreates client champions for Plante & Moran Increasing level and types of services to clientsInitiating “cross selling” business; demonstrates knowledge of firm services relevant to this clientBegins to develop a wider understanding of client’s business outside the scope of engagement by engaging with clients about how they are responding to current business trends and risks in their industry and see how we can helpBuilds a relationship with client decision-makers where ideas and new service offerings can be discussedAsks client for referrals to other business owners/decision makersEngages the client in conversation about business plan and strategy and identifies opportunities for involvementBegins to develops personal relationships with third parties associated with the client (e.g. banker, attorney, vendor, etc.) to facilitate referralsIntroduces P&M staff in service lines which would benefit the client, including colleague partneringCoaches all P&M team members on cross serving skills and creates learning opportunitiesEstablishes and monitors performance measurement metrics consistent with career development and practice plansInteracts with other practice areas including but not limited to audit, tax, and other management consulting service groupsEnables and promotes the development of new practices Practice ManagementAnalyzes budgets/time summaries for planning and billing purposes; leads billing activities; responsible for realization goalsAbility to work within budgetary and time constraints while providing a high-level of client satisfactionResponsible for practice economics including production, realization, billing and collectionSatisfies internal reporting requirementsManages multiple projects; deals fluidly and effectively with multiple client relationshipsLeads and conducts practice activities in a manner that is consistent with and promotes Firm valuesExhibits attitudes and behaviors that recognize responsibility for the P&M team as a wholeCoordinates appropriate resources, both across and outside the organization, to deliver valued services and business results to new and existing clientsAnticipating and addressing client concerns and escalating problems as they ariseActively manages a portfolio of decision makers in ways that create referrals and references.Knows the strengths, weaknesses and strategies of our competition and how to effectively position the firm to secure and retain business with existing and new clients.Proactively advises clients on issues outside of contracted projectsEnsures that appropriate technical reviews occur on projects in a timely and effective mannerHelps staff connect activities to broader firm objectivesCreates and nurtures a climate that is consistent with and reinforces the Firm’s valuesAssumes ultimate responsibility for team dynamics and interpersonal relationshipsEnsuring professional development through ongoing education and obtaining additional certifications as appropriateBalances specific expertise/specialization with broader advisory capabilitiesConsistently challenges own level of expertise and seeks opportunities to improve Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns. Focus efforts on key client staff to effectively meet and exceed the client needs/expectations Enjoy complex and challenging project work and willing to work on a variety of strategic, financial, and operational projects Knowledge of automated accounting systems Principles of supervision and project management Think analytically to respond to complex inquiries Understand and apply tax regulations Ability to identify and resolve tax issues Assist in the efforts to manage day to day activities of the engagement and effectively meet and exceed the client needs and expectations Enjoy complex and challenging project work and willing to work on a variety of strategic, financial, and operational projects Highly motivated and take ownership of personal and professional growth and development Ability to successfully prioritize and handle multiple tasks Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilities Due to the nature of the client engagements, staff members will be required to have updated immunizations to work onsite at healthcare client locations What makes us different? 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. 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. 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 interest in our positions, 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 qualified candidates who are bilingual in either Japanese and English or Chinese 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. 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. Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $$ This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.