Senior Tax Manager

Platform Accounting Group • Newport Beach, CA

4h • $120,000 - $185,000 • Hybrid

About The Position

Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. This role is supporting our office in Costa Mesa, CA with flexibility for a hybrid schedule.

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