Audit, tax, consulting, and wealth management for mid-market and enterprise clients
Plante Moran is a 3,800-person partnership spanning audit, tax, consulting, and wealth management across 23 US and international offices. The tech stack is heavily Microsoft-centric (365, Entra ID, Power Platform, Azure) paired with domain-specific tools (CCH Axcess, Sage Intacct, Alteryx, Tableau), reflecting a professional-services operating model. Active adoption of Teams, Power Platform, and GitHub Actions signals internal digitization—particularly around compliance automation and low-code solutions—while concurrent pain points around tax-ERP integration and client onboarding platforms suggest infrastructure modernization is still mid-flight.
Notable leadership hires: Tech Lead
Plante Moran is one of the nation's largest accounting and advisory partnerships, serving mid-market and enterprise clients across audit, tax, consulting, wealth management, and human-capital advisory. The firm operates 23 locations across the East Coast, Midwest, Rocky Mountain region, and internationally, with roughly 3,800 professionals. Core service lines include audit and accounting, tax, business advisory, technology consulting, international services, and specialized verticals in manufacturing and financial services. Current operational priorities center on system upgrades, tax-process automation, compliance-platform client migrations, and expanding low-code capability to scale advisory delivery.
Primary stack: Microsoft 365, Teams, Power BI, Azure, Workday, SQL, Power Apps. Domain-specific: CCH Axcess (tax), Sage Intacct (accounting), Alteryx (analytics), Oracle Primavera (project management).
Southfield, Michigan. The firm operates 23 locations across the East Coast, Midwest, Rocky Mountain region, and internationally.
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