Tax Specialist

3 weeks ago


Kalamazoo, Michigan, United States Plante & Moran, PLLC Full time

Company Overview:

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We are Plante & Moran, PLLC, a leading audit, tax, consulting, and wealth management firm. Our mission is to provide exceptional service to our clients while fostering a culture of diversity, equity, and inclusion.


Salary:

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The estimated annual salary for this role is $120,000 - $150,000, commensurate with experience.


Job Description:

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We are seeking a Senior Tax Advisor to join our team in Kalamazoo, Grand Rapids, or East Lansing, Michigan. As a Senior Tax Advisor, you will be responsible for assisting with all aspects of the annual tax compliance for business and individual clients, including planning, scheduling, projections, extensions, responses to tax notices, research, drafting client memoranda, calculating quarterly estimated payments, and billing.


Your work will include, but not be limited to:

  • Prepares and reviews tax returns for S-corporations, C-corporations, Partnerships, and individuals for accuracy and identification of tax saving opportunities and tax exposures
  • Demonstrates ownership over the status of all assigned projects to ensure all client delivery and statutory filing deadlines are met
  • Maintains professional and effective communication with clients to gather information for the tax return preparation process

Required Skills and Qualifications:

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To be successful in this role, you will need:

  • 2+ year(s) of recent tax experience; experience in public accounting preferred
  • Bachelor's degree in accounting or finance
  • CPA or Enrolled Agent preferred
  • Experience with S-corporations, C-corporations, Partnerships, and Individual taxation required
  • Experience with Fiduciary, Estate and Gift, and Not-For-Profit tax returns, including private foundations, preferred but not required
  • Demonstrated leadership skills within an organization
  • Experience with routine accounting assistance preferred but not required

Benefits:

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We offer a comprehensive benefits package, including health, dental, vision, disability, and life insurance, Flexible Time Off, various pre-determined holidays, a balance fund, 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use.


Others:

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Please submit your resume for consideration using our applicant tracking system. Only candidates selected for interviews will be contacted. We are an Equal Opportunity Employer and maintain a drug-free workplace.



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