Tax Leadership Professional

6 days ago


Santa Monica, California, United States Platform Accounting Group Full time
About Platform Accounting Group

We are 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.

With 30 offices in 11 states, we offer a unique business model that allows for flexible work arrangements. Our employees enjoy a professional and dynamic work environment while prioritizing work-life balance.

Job Summary

We are seeking a Senior Tax Manager who possesses an entrepreneurial spirit and can effectively manage staff and client relationships. The ideal candidate will have 7-12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns.

The successful candidate will also possess excellent communication and attention management skills, a proprietor mentality, and an entrepreneurial mindset with interest in strategy and operations.

Key Responsibilities
  • Work closely with the Director to lead and manage 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.
  • 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.
  • Manage staff in areas of research, training, and development.
Requirements
  • 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.
Compensation and Benefits
  • $90,000 - $120,000 base salary.
  • Annual bonus.
  • Paid medical benefits and 401(k).
  • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees.


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