Trust & Estates Senior Tax Manager (San Jose)
1 week ago
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 rollup-yoursleeves 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 firms 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.
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 fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Review and prepare complex Estate & Trust returns and court accountings
Estate & Trust planning including analysis of estate and trust documents
Work with and support the firms Director in leading and managing the local team
Become a primary point of contact for both new clients and clients from retiring partners
8+ years of experience in public accounting, ideally with a strong background in the Estate & Trust field
~ Bachelors degree required; Entrepreneurial minded with an interest in strategy and operations
Paid medical benefits and 401(k)
Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees
Fulltime
Accounting/Auditing and Finance
Accounting
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