Senior Tax Leadership Position

5 days ago


Annapolis, Maryland, United States PT&C Group LLC Full time
Company Overview

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. Our unique business model allows for flexible work arrangements, enabling employees to maintain a healthy work-life balance.

Compensation Package

A competitive base salary of $120,000 per annum.

Annual bonus potential and commissions for new client growth plus profit-sharing opportunities.

Paid medical benefits and 401(k) plan participation.

Job Responsibilities

Serve as the firm's leader and manager, responsible for overseeing day-to-day activities.

Become the primary point of contact for existing clients and manage relationships with new clients.

Work closely with the executive team to develop and execute growth initiatives, product offerings, and operational strategies.

Review individual, corporate, partnership, and trust tax returns; assign work and oversee operations.

Lead and manage staff in areas of research, training, and performance.

Required Skills and Qualifications

8-15 years of progressive experience preparing and reviewing tax returns.

Bachelor's degree required; Master's degree preferred.

CPA, JD, LLLM, or EA certification required.

Direct experience managing staff and client relationships.

Excellent communication and attention management skills.

Entrepreneurial mindset with an interest in strategy and operations.



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