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About the Role
Seeking a Senior Tax Manager with an entrepreneurial spirit and a proven ability to execute. This role is designed for a future leader, emphasizing ownership of client relationships and team management, crucial for driving growth and upholding firm standards.
Responsibilities
- Lead and manage the local team in collaboration with the firm's Director.
- Serve as a primary point of contact for clients transitioning from retiring partners.
- Act as the main relationship manager for new clients.
- Collaborate with the executive team and Director to develop and implement growth initiatives, product/service offerings, and operational strategies.
- Review and manage tax return engagements for individuals, businesses (c-corps, s-corps, partnerships), and trusts.
- Spearhead the firm's consulting and advisory efforts within the region.
- Lead and manage staff in research, training, and development initiatives.
Requirements
- 7 - 12 years of experience in preparing and reviewing individual, corporate, partnership, and estate tax returns.
- Direct experience managing staff and client relationships.
- Possess a proprietor mentality and work ethic.
- Entrepreneurial mindset with an interest in strategy and operations.
Skills
- Excellent communication skills
- Attention management skills
Location
- Local office
Work Type
- Flexible work arrangements
- Hybrid
- Fully in-office
Experience Level
- Senior
Education Level
- Bachelor's degree required
- Master's degree preferred
- CPA or EA certification required
Salary/Compensations
- $120,000 - $185,000 per year
Benefits
- Market-leading base compensation
- Paid medical benefits
- 401(k)
- Autonomy to lead and manage the office
About the Company
- Platform Accounting Group is a rapidly growing professional services firm.
- Services include tax, accounting, assurance, IT consulting, and wealth management for small and medium-sized businesses and their owners.
- Operates over 50 offices across 15 states with plans for further expansion.
- Offers a professional and dynamic work environment that prioritizes work/life balance.