Associate Tax Director

Platform Accounting Group • Fullerton, CA

8h • $130,000 - $215,000 • Hybrid

About The Position

Our Associate Directors are a key part of Platform’s management team. The role requires a strong sense of entrepreneurship and strategy, while managing the day-to-day activities of the firm. We rely heavily on our team of Directors to develop and execute the firm's vision in each of their respective offices. This role is supporting our office in Costa Mesa, CA with flexibility for a hybrid schedule. Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

Requirements

• 8 - 15 years of progressive experience preparing and reviewing individual, corporate, partnership and estate tax returns
• Bachelor's degree required
• CPA, JD, LLM or EA required
• Direct experience managing staff and client relationships
• Excellent communication and attention management skills
• Proprietor mentality and work ethic
• Entrepreneurial minded with an interest in strategy and operations

Nice To Haves

• Master’s degree preferred

Responsibilities

• Assist the Director in serving as the firm's leader and manager
• Become the primary point of contact for the firm's existing client base
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team to develop and execute the firm's growth initiatives, product and services offering and operational strategies
• Review individual, corporate, partnership and trust tax returns; assign work and oversee operations
• Oversee the firm's consulting and advisory efforts in the region
• Lead and manage staff in areas of research, training, and performance

Benefits

• Market-leading base compensation
• Annual Bonus
• Commissions for new client growth
• Paid medical benefits and 401(k)
• Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

What This Job Offers

• Job Type: Full-time
• Career Level: Manager