Platform Accounting Group
Trust & Estates Senior Tax Manager
Platform Accounting Group, San Diego, California, United States, 92189
Overview
Join to apply for the
Trust & Estates Senior Tax Manager
role at
Platform Accounting Group . Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. 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. As a CPA for the Trust & Estate team, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals. What you will do and how you will contribute to the firm’s growth and client service is described below.
What you will do Review and prepare complex Estate & Trust returns and court accountings
Estate & Trust planning including analysis of estate and trust documents
Lead the firm\'s consulting and advisory efforts in the region
Work with and support the firm\'s Director in leading and managing the local team
Become a primary point of contact for both new clients and clients from retiring partners
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
What we look for 8+ years of experience in public accounting, ideally with a strong background in the Estate & Trust field
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
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting
Referrals increase your chances of interviewing at Platform Accounting Group by 2x
Get notified about new Senior Tax Manager jobs in
San Diego, CA .
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Join to apply for the
Trust & Estates Senior Tax Manager
role at
Platform Accounting Group . Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. 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. As a CPA for the Trust & Estate team, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals. What you will do and how you will contribute to the firm’s growth and client service is described below.
What you will do Review and prepare complex Estate & Trust returns and court accountings
Estate & Trust planning including analysis of estate and trust documents
Lead the firm\'s consulting and advisory efforts in the region
Work with and support the firm\'s Director in leading and managing the local team
Become a primary point of contact for both new clients and clients from retiring partners
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
What we look for 8+ years of experience in public accounting, ideally with a strong background in the Estate & Trust field
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
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting
Referrals increase your chances of interviewing at Platform Accounting Group by 2x
Get notified about new Senior Tax Manager jobs in
San Diego, CA .
#J-18808-Ljbffr