2027 Tax Operations and Innovation Entry Staff Level

Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, known for its commitment to a supportive culture. The role involves participating in the development and implementation of tax technology strategies and collaborating with tax experts to enhance technology solutions within the tax department.

Responsibilities

• Participate in the development and implementation of a tax technology strategy/roadmap to automate, streamline, and standardize the firm’s tax operations
• Involvement in developing low to no code technology solutions for the tax department
• Collaborate with Tax Subject Matter Experts to design, develop, test, deploy, and maintain tools and templates leveraged by engagement teams
• Work closely with individuals across the tax department to understand their needs and help develop technology solutions
• Apply educational background and experience to collaborate with engagement teams on the utilization of technology tools, including internally developed and 3rd party vendor solutions
• Gain an understanding of the firm's technology stack and usage, along with tax processes
• Analyzing technology vendors and their products to help the tax department make informed investment decisions
• Participating in strategic research projects on advanced technology
• Assist with deployment efforts such as change management and training
• Utilize basic project and process management skills to effectively manage responsibilities associated with multiple complex projects at once
• Bring opportunities for improvement on product development that is in line with the firm’s growth initiatives in tax
• Bring an innovative, outside the box mindset to projects
• Networking to build relationships within the firm as well as outside the firm
• Contributes to establishing internal standards and processes for the practice

Skills

• Meticulous with problem-solving, communication, and analytical skills
• Bachelor's degree or above in accounting, tax, accounting information systems, data analytics, or related field
• Academic success (a minimum cumulative GPA of 3.0)
• Intermediate to advanced Excel skills required
• Must be pursuing a CPA license
• Working knowledge of Power BI, Power Automate, APIs, and SQL preferred

Benefits

• Health, dental, vision, disability, and life insurance
• Flexible Time Off
• Various pre-determined holidays
• 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

Company Overview