Trust Tax Manager

Plante Moran

. Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust tax work .

Posted 10/12/2026full-timeUnited StatesMid-LevelSenior💰 $97,500 - $168,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in trust tax operations, including 1041 compliance, RMD and 1099 reporting, and tax planning. Proven ability to lead teams, manage complex tax tasks, and ensure timely client deliverables while leveraging technology for optimal project execution.

Highest-signal resume keywords

Trust Tax Operations1041 ComplianceCPATeam LeadershipTax Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust Tax ExpertiseComplex ComplianceRMD Reporting1099 ReportingTax Planning

Soft Skills

CollaborationAccountabilityFlexibilityEfficiency

Tools & Technologies

Tax SoftwareData Administration

Certifications & Qualifications

CPA

Industry Keywords

Trust TaxWealth ManagementEstate TaxIRS Compliance

About the role

Key responsibilities & impact

Serve as the primary resource overseeing advanced trust tax operations for Plante Moran Trust tax work
Handle 1041 compliance, review trust distributions and funding, and perform tax planning
Manage and implement RMD and 1099 reporting requirements to ensure IRS compliance
Lead, supervise, and train team members and interns assigned to engagements
Maintain accountability for assigned projects and ensure timely client deliverables and statutory filing deadlines
Participate in Plante Moran Trust team meetings, committees, and training initiatives
Leverage technology and available resources to maximize technical application to projects
Hold engagement teams to the same technology and technical application standards
Collaborate with wealth management tax/trust teams and support estate tax reviews
Support ongoing PMT data and transaction administration with external vendors and special projects

Requirements

What you’ll need

Bachelor's degree in accounting or finance
CPA required
5+ years of specialized trust tax expertise, including complex compliance and reporting requirements
Ability to manage high-complexity tax and trust tasks with accuracy and efficiency
Flexibility to work across PMT and broader firm needs
Ability to collaborate with wealth management tax/trust teams and support estate tax reviews
Capacity to manage peak workloads during tax season, off-season engagements, ongoing PMT data/transaction administration, and special projects
Ability to work hours exceeding the standard 40-hour work week as an exempt employee
Must be legally authorized to work in the United States without sponsorship, except qualified candidates bilingual in Japanese and English or Chinese and English

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Flexible Time Off
Predetermined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense reimbursement
Lodging reimbursement for business-related use
Meal reimbursement for business-related use
Pension plan for eligible administrative and paraprofessional staff
Discretionary bonus plan for eligible staff
Health insurance option for some contingent staff
Limited paid sick time for some contingent staff
Workplace flexibility through the “Workplace for Your Day” model