Senior Tax Manager

Platform Accounting Group • Danville, CA

just now • Hybrid

About The Position

Due to continuing growth, Platform Accounting Group is seeking a Senior Tax Manager with an entrepreneurial spirit. This role involves traditional tax review and client advisory, alongside a strong focus on entrepreneurship, strategy, and management. The firm relies heavily on its local leadership team in each office to develop and execute its vision. Platform Accounting Group is a rapidly growing professional services firm offering tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. With over 50 offices across 15 States and plans for further expansion, the company's unique business model provides more flexible work arrangements than many other firms, promoting a professional, dynamic work environment and work/life balance.

Requirements

• 7 - 12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns
• Bachelor's degree required
• CPA or EA certification 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

• Work with and support the firm's Director in leading and managing the local team
• Become a primary point of contact for clients from retiring partners
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies
• Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements
• Lead firm's consulting and advisory efforts in the region
• Lead and manage staff in areas of research, training, and development

Benefits

• Market-leading base compensation
• Paid medical benefits
• 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: Senior
• Number of Employees: 11-50 employees