Senior Tax Manager

Platform Accounting Group • Goleta, CA, United States • $200k - $250k / year • 4w ago

Description

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.

Who we are:

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 28 offices in 11 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.

What you will do:

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

What we look for:

7 - 12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns
Bachelor's degree required; Master’s degree preferred
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

What we offer:

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

#J-18808-Ljbffr