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About the Role
This role requires a strong sense of entrepreneurship, strategy, and management, alongside traditional tax review and client advisory duties. You will collaborate with a growing team of professionals to accomplish client goals.
Responsibilities
- Coach and mentor staff to enhance their skills and career development.
- Manage office workflow and procedures.
- Lead client engagement and serve as the relationship owner.
- Prepare and review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns.
- Provide advisory services to clients on tax, finance, and business practices.
- Collaborate with the Tax Director to develop and implement firm retention, growth, and operational strategies.
Requirements
- 6+ years of experience preparing and reviewing individual, corporate, partnership, and estate tax returns.
- BA or higher degree in accounting.
- CPA / EA required.
- Prior team management experience is a major plus.
Experience Level
- 6+ years of experience
Education Level
- BA or higher degree in accounting
- CPA / EA required
Salary/Compensations
- $95,000 - $160,000 per year
Benefits
- Opportunity for advancement within a rapidly growing professional services firm
- Ongoing informal and formal training and development
- Competitive compensation
- 401(k) and medical benefits
- Firm sponsored continuing education
About the Company
- 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.
- Our unique business model allows for more flexible work arrangements.
- Enjoy a professional and dynamic work environment while making work/life balance a priority.