Kim Thompson - Internal Transfer

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. The Tax Education Consultant leads the end-to-end planning, execution, governance, and continuous improvement of the Tax Education department's portfolio of programs, systems, and stakeholder initiatives. This role serves as the single point of accountability for delivery across annual tax education sessions, the Fellowship and Contributor programs, the Advisory Council, and strategic initiatives. The position is responsible for maintaining the operating cadence and reporting framework that supports visibility, measurement, and repeatability across Tax Education activities. Position Responsibilities: Directs the project lifecycle for Tax Education sessions, coordinating timelines, tracking progress, and ensuring stakeholders complete required deliverables from intake through post-session review. Facilitates the annual training planning process, coordinating inputs, timelines, resources, and stakeholder commitments to support development of the annual plan. Provides oversight of the Fellowship and Contributor programs, including onboarding activities, assignment tracking, capacity monitoring, and program status reporting. Maintains project management standards and project infrastructure, including master task lists, milestone tracking, delivery cadence, and stakeholder follow-up. Leads planning and execution activities for key conferences and events through stakeholder coordination and logistics management. Supports coordination of bootcamp programs and related offerings by tracking timelines, consolidating inputs, monitoring deliverables, and evaluating opportunities for improvement. Serves as the system administrator and governance owner for , including board architecture, workflows, automations, integrations, permissions, and optimization activities in partnership with appropriate technology resources. Manages SharePoint file and folder structure, permissions, and governance for the Tax Education site. Oversees management and optimization of KnowledgeShare page updates and the Tax Education Video Library, including organization, access, retention, and content lifecycle management. Oversees the training request intake process through forms, email, and meeting capture to ensure requests are logged, assessed, prioritized, and assigned. Leads recurring rotating industry stakeholder check-ins in partnership with Tax Education leadership. Facilitates alignment between Advisory Council activities, program initiatives, stakeholder expectations, and firm objectives. Manages logistics related to facilitator, contributor, fellow, and subject matter expert assignments, identifying capacity and readiness concerns. Builds and maintains relationships with partners, principals, and shared services teams. Leads recurring team meetings, including project kickoffs, daily check-ins, deliverable reviews, process improvement discussions, and task review sessions. Produces recurring status reports organized by owner, due date, and risk status. Coordinates TaxTok and podcast production activities, including planning, scheduling, talent coordination, and post-production handoffs. Manages surveys, calendars, and communications supporting the Tax Education portfolio. Education: Experience: Must be able to remain in a stationary sitting position for at least 75% of the time. Must be able to lift at least 15 lbs– 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 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. Exemption Status: Exempt Supervision Level: Low Supervision 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: $Internal Transfer$ 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.