Platform Accounting Group
Trust & Estates Senior Tax Manager
Platform Accounting Group, Danville, California, United States, 94506
Trust & Estates Senior Tax Manager (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.
About us 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 45 offices in 14 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.
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
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About us 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 45 offices in 14 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.
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
#J-18808-Ljbffr