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:

• Assists with all aspects of the annual tax compliance for individual clients including planning, scheduling, projections, extensions, responses to tax notices, research, drafting client memorandum, calculating quarterly estimated payments, and billing.
• Reviews individual income tax returns and tax projections for clients.
• Trains tax return preparers on technical income tax concepts.
• 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.
• Presents and discusses tax return results.
• Assistance with non-1040 based tax projects during the year, including both recurring and special projects.
• Analyzes new ideas and strategies to deliver tax savings opportunities based on tax research.
• Develops relationships with others in our internal accounting department.

The qualifications.

• Successful completion of a Bachelor's Degree in Accounting or Finance.
• Enrolled Agent or CPA required.
• Technology skills including those required to be proficient with tax preparation software, and experience using common functions and formulas in Microsoft Excel.
• Strong interpersonal and communication skills required to promote positive working relationships and explain/interpret tax information to non-tax people

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.